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 | $99,770 | $88,710+12.5% | $81,783+22.0% | $145,959-31.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.90% | 1027.26%-1017.4pp | 775.05%-765.1pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,841 | $3,083-7.9% | $2,913-2.5% | $4,661-39.1% |
| Participant deferral / active EE | $45,332 | $4,645+876.0% | $4,320+949.3% | $6,689+577.8% |
| Admin fee / account holder | $578 | $8,407-93.1% | $7,380-92.2% | $13,398-95.7% |