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 | $208,821 | $180,749+15.5% | $160,784+29.9% | $137,256+52.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.06% | 2234.46%-2216.4pp | 1803.92%-1785.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,739 | $4,155-58.1% | $3,733-53.4% | $4,156-58.1% |
| Participant deferral / active EE | $13,902 | $6,844+103.1% | $6,293+120.9% | $6,407+117.0% |
| Admin fee / account holder | $6,306 | $10,397-39.3% | $9,717-35.1% | $12,270-48.6% |