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 | $86,853 | $150,447-42.3% | $136,298-36.3% | $147,586-41.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.13% | 1049.15%-1038.0pp | 5156.27%-5145.1pp | 578.59%-567.5pp |
| Employer contribution / active EE | $9,879 | $5,256+87.9% | $4,696+110.4% | $4,876+102.6% |
| Participant deferral / active EE | $11,867 | $6,631+79.0% | $6,247+90.0% | $5,439+118.2% |
| Admin fee / account holder | $36,058 | $10,906+230.6% | $9,244+290.1% | $10,886+231.2% |