Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $189,349 | $88,815+113.2% | $81,882+131.2% | $145,897+29.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.44% | 1033.75%-1010.3pp | 779.47%-756.0pp | 552.29%-528.8pp |
| Employer contribution / active EE | $4,056 | $3,086+31.4% | $2,916+39.1% | $4,663-13.0% |
| Participant deferral / active EE | $16,663 | $4,647+258.6% | $4,323+285.4% | $6,689+149.1% |
| Admin fee / account holder | $1,305 | $8,434-84.5% | $7,360-82.3% | $13,390-90.3% |