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 | $83,732 | $109,872-23.8% | $98,483-15.0% | $167,536-50.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.10% | 1959.31%-1936.2pp | 1494.38%-1471.3pp | 478.82%-455.7pp |
| Employer contribution / active EE | $4,918 | $3,225+52.5% | $2,961+66.1% | $4,839+1.6% |
| Participant deferral / active EE | $11,762 | $4,673+151.7% | $4,276+175.0% | $6,342+85.5% |
| Admin fee / account holder | $10,141 | $6,757+50.1% | $5,953+70.4% | $12,315-17.6% |