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 | $138,852 | $60,139+130.9% | $90,461+53.5% | $79,856+73.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.61% | 71.96%-60.3pp | 1294.76%-1283.2pp | 31.71%-20.1pp |
| Employer contribution / active EE | $11,462 | $2,069+454.0% | $3,264+251.2% | $2,471+363.8% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $20,747 | $3,978+421.5% | $5,617+269.4% | $5,306+291.0% |