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 | $133,134 | $100,911+31.9% | $90,440+47.2% | $158,966-16.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.72% | 1726.62%-1714.9pp | 1294.38%-1282.7pp | 302.95%-291.2pp |
| Employer contribution / active EE | $6,411 | $3,690+73.7% | $3,263+96.5% | $4,762+34.6% |
| Participant deferral / active EE | $13,157 | $4,348+202.6% | $3,964+232.0% | $5,983+119.9% |
| Admin fee / account holder | $22,409 | $6,507+244.4% | $5,615+299.1% | $11,250+99.2% |