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 | $94,573 | $150,446-37.1% | $136,297-30.6% | $147,585-35.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.15% | 1049.14%-1034.0pp | 5156.19%-5141.0pp | 578.58%-563.4pp |
| Employer contribution / active EE | $4,002 | $5,256-23.9% | $4,696-14.8% | $4,876-17.9% |
| Participant deferral / active EE | $11,968 | $6,631+80.5% | $6,247+91.6% | $5,439+120.1% |
| Admin fee / account holder | $8,309 | $10,906-23.8% | $9,244-10.1% | $10,886-23.7% |