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 | $119,474 | $100,911+18.4% | $90,440+32.1% | $158,966-24.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.77% | 1726.62%-1710.8pp | 1294.38%-1278.6pp | 302.95%-287.2pp |
| Employer contribution / active EE | $11,843 | $3,690+220.9% | $3,263+263.0% | $4,762+148.7% |
| Participant deferral / active EE | $3,875 | $4,348-10.9% | $3,964-2.2% | $5,983-35.2% |
| Admin fee / account holder | $406 | $6,507-93.8% | $5,615-92.8% | $11,250-96.4% |