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 | $107,847 | $76,519+40.9% | $56,025+92.5% | $145,897-26.1% |
| Participation rate | 86.7% | 63.2%+23.4pp | 52.5%+34.2pp | 80.3%+6.4pp |
| Annual return | 13.63% | 3017.03%-3003.4pp | 1712.69%-1699.1pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,209 | $1,383+59.7% | $1,042+112.1% | $4,663-52.6% |
| Participant deferral / active EE | $7,364 | $2,624+180.6% | $1,955+276.8% | $6,689+10.1% |
| Admin fee / account holder | $2,738 | $3,331-17.8% | $2,828-3.2% | $13,390-79.6% |