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 | $244,271 | $88,815+175.0% | $81,882+198.3% | $145,897+67.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.79% | 1033.75%-1019.0pp | 779.47%-764.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $6,390 | $3,086+107.1% | $2,916+119.1% | $4,663+37.1% |
| Participant deferral / active EE | $18,258 | $4,647+292.9% | $4,323+322.3% | $6,689+172.9% |
| Admin fee / account holder | $53,410 | $8,434+533.2% | $7,360+625.7% | $13,390+298.9% |