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 | $170,075 | $100,938+68.5% | $90,461+88.0% | $158,982+7.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.45% | 1727.20%-1715.8pp | 1294.76%-1283.3pp | 302.99%-291.5pp |
| Employer contribution / active EE | $2,236 | $3,691-39.4% | $3,264-31.5% | $4,763-53.1% |
| Participant deferral / active EE | $6,888 | $4,350+58.4% | $3,964+73.7% | $5,983+15.1% |
| Admin fee / account holder | $25,684 | $6,510+294.6% | $5,617+357.3% | $11,252+128.3% |