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 | $118,298 | $109,863+7.7% | $98,477+20.1% | $167,518-29.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.28% | 1958.09%-1943.8pp | 1493.59%-1479.3pp | 478.71%-464.4pp |
| Employer contribution / active EE | $16,634 | $3,225+415.8% | $2,961+461.8% | $4,838+243.8% |
| Participant deferral / active EE | $8,107 | $4,673+73.5% | $4,276+89.6% | $6,342+27.8% |
| Admin fee / account holder | $925 | $6,755-86.3% | $5,951-84.5% | $12,312-92.5% |