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 | $209,093 | $100,938+107.1% | $90,461+131.1% | $158,982+31.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.03% | 1727.20%-1715.2pp | 1294.76%-1282.7pp | 302.99%-291.0pp |
| Employer contribution / active EE | $23,500 | $3,691+536.6% | $3,264+620.0% | $4,763+393.4% |
| Participant deferral / active EE | $26,000 | $4,350+497.8% | $3,964+555.8% | $5,983+334.5% |
| Admin fee / account holder | $6,652 | $6,510+2.2% | $5,617+18.4% | $11,252-40.9% |