Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $115,162 | $88,702+29.8% | $81,780+40.8% | $145,978-21.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.42% | 1029.12%-1008.7pp | 776.27%-755.9pp | 550.52%-530.1pp |
| Employer contribution / active EE | $16,474 | $3,084+434.1% | $2,914+465.4% | $4,662+253.4% |
| Participant deferral / active EE | $6,940 | $4,645+49.4% | $4,321+60.6% | $6,690+3.7% |
| Admin fee / account holder | $731 | $8,414-91.3% | $7,384-90.1% | $13,400-94.5% |