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 | $137,935 | $100,938+36.7% | $90,461+52.5% | $158,982-13.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.95% | 1727.20%-1713.3pp | 1294.76%-1280.8pp | 302.99%-289.0pp |
| Employer contribution / active EE | $5,517 | $3,691+49.5% | $3,264+69.0% | $4,763+15.8% |
| Participant deferral / active EE | $8,425 | $4,350+93.7% | $3,964+112.5% | $5,983+40.8% |
| Admin fee / account holder | $5,230 | $6,510-19.7% | $5,617-6.9% | $11,252-53.5% |