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 | $102,009 | $96,388+5.8% | $80,627+26.5% | $139,466-26.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.17% | 1352.08%-1336.9pp | 936.76%-921.6pp | 373.66%-358.5pp |
| Employer contribution / active EE | $1,082 | $3,260-66.8% | $2,723-60.3% | $4,754-77.2% |
| Participant deferral / active EE | $9,719 | $5,224+86.0% | $4,443+118.7% | $6,712+44.8% |
| Admin fee / account holder | $480 | $6,603-92.7% | $5,381-91.1% | $11,409-95.8% |