Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $119,435 | $102,663+16.3% | $86,216+38.5% | $139,466-14.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.46% | 1924.52%-1907.1pp | 1169.42%-1152.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $5,000 | $3,035+64.8% | $2,382+110.0% | $4,754+5.2% |
| Participant deferral / active EE | $4,665 | $4,677-0.3% | $3,986+17.0% | $6,712-30.5% |
| Admin fee / account holder | $124,083 | $8,663+1332.4% | $6,853+1710.5% | $11,409+987.6% |