Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $210,753 | $169,336+24.5% | $129,384+62.9% | $145,884+44.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.82% | 14408.70%-14395.9pp | 9461.77%-9449.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $31,713 | $5,540+472.4% | $4,153+663.6% | $4,662+580.2% |
| Participant deferral / active EE | $11,500 | $4,985+130.7% | $4,166+176.1% | $6,690+71.9% |
| Admin fee / account holder | $1,967 | $9,912-80.2% | $7,686-74.4% | $13,392-85.3% |