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 | $215,740 | $88,815+142.9% | $81,882+163.5% | $145,897+47.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.94% | 1033.75%-1022.8pp | 779.47%-768.5pp | 552.29%-541.4pp |
| Employer contribution / active EE | $10,778 | $3,086+249.2% | $2,916+269.6% | $4,663+131.2% |
| Participant deferral / active EE | $4,338 | $4,647-6.7% | $4,323+0.3% | $6,689-35.1% |
| Admin fee / account holder | $3,748 | $8,434-55.6% | $7,360-49.1% | $13,390-72.0% |