Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $122,422 | $88,778+37.9% | $81,844+49.6% | $145,884-16.1% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 20.26% | 1033.03%-1012.8pp | 778.87%-758.6pp | 551.85%-531.6pp |
| Employer contribution / active EE | $13,218 | $3,087+328.2% | $2,916+353.2% | $4,662+183.5% |
| Participant deferral / active EE | $10,045 | $4,648+116.1% | $4,323+132.3% | $6,690+50.2% |
| Admin fee / account holder | $2,316 | $8,430-72.5% | $7,355-68.5% | $13,392-82.7% |