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 | $110,195 | $198,457-44.5% | $170,435-35.3% | $147,586-25.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.00% | 257.30%-244.3pp | 205.94%-192.9pp | 578.59%-565.6pp |
| Employer contribution / active EE | $12,709 | $6,183+105.5% | $5,432+133.9% | $4,876+160.6% |
| Participant deferral / active EE | $8,159 | $5,629+44.9% | $4,939+65.2% | $5,439+50.0% |
| Admin fee / account holder | $714 | $16,852-95.8% | $13,881-94.9% | $10,886-93.4% |