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 | $153,051 | $109,411+39.9% | $89,435+71.1% | $158,982-3.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.10% | 345.68%-338.6pp | 245.55%-238.5pp | 302.99%-295.9pp |
| Employer contribution / active EE | $11,830 | $3,173+272.9% | $2,587+357.3% | $4,763+148.4% |
| Participant deferral / active EE | $9,000 | $4,600+95.7% | $3,890+131.3% | $5,983+50.4% |
| Admin fee / account holder | $34,322 | $6,159+457.3% | $4,884+602.7% | $11,252+205.0% |