Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $145,959 | $144,130+1.3% | $117,861+23.8% | $147,586-1.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 96.74% | 531.20%-434.5pp | 335.11%-238.4pp | 578.59%-481.9pp |
| Employer contribution / active EE | $7,316 | $4,897+49.4% | $3,786+93.2% | $4,876+50.0% |
| Participant deferral / active EE | $4,263 | $5,316-19.8% | $4,482-4.9% | $5,439-21.6% |
| Admin fee / account holder | $300,029 | $10,887+2655.9% | $8,021+3640.7% | $10,886+2656.2% |