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 | $141,066 | $100,911+39.8% | $90,440+56.0% | $158,966-11.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.34% | 1726.62%-1711.3pp | 1294.38%-1279.0pp | 302.95%-287.6pp |
| Employer contribution / active EE | $1,562 | $3,690-57.7% | $3,263-52.1% | $4,762-67.2% |
| Participant deferral / active EE | $7,121 | $4,348+63.8% | $3,964+79.7% | $5,983+19.0% |
| Admin fee / account holder | $24,718 | $6,507+279.9% | $5,615+340.2% | $11,250+119.7% |