Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,430 | $150,442-10.6% | $136,295-1.4% | $147,585-8.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.34% | 1049.09%-1035.7pp | 5155.97%-5142.6pp | 578.56%-565.2pp |
| Employer contribution / active EE | $4,382 | $5,256-16.6% | $4,695-6.7% | $4,876-10.1% |
| Participant deferral / active EE | $5,384 | $6,630-18.8% | $6,247-13.8% | $5,439-1.0% |
| Admin fee / account holder | $6,692 | $10,905-38.6% | $9,243-27.6% | $10,885-38.5% |