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 | $100,870 | $100,938-0.1% | $90,461+11.5% | $158,982-36.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.06% | 1727.20%-1718.1pp | 1294.76%-1285.7pp | 302.99%-293.9pp |
| Employer contribution / active EE | $2,562 | $3,691-30.6% | $3,264-21.5% | $4,763-46.2% |
| Participant deferral / active EE | $7,497 | $4,350+72.4% | $3,964+89.1% | $5,983+25.3% |
| Admin fee / account holder | $44,221 | $6,510+579.3% | $5,617+687.3% | $11,252+293.0% |