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 | $135,537 | $72,465+87.0% | $67,575+100.6% | $145,884-7.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.13% | 7222.56%-7212.4pp | 3528.98%-3518.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $8,940 | $3,074+190.9% | $2,736+226.8% | $4,662+91.8% |
| Participant deferral / active EE | $8,032 | $4,786+67.8% | $4,003+100.6% | $6,690+20.1% |
| Admin fee / account holder | $4,549 | $5,515-17.5% | $3,993+13.9% | $13,392-66.0% |