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 | $115,560 | $175,259-34.1% | $149,723-22.8% | $139,487-17.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.18% | 166.82%-155.6pp | 134.50%-123.3pp | 373.84%-362.7pp |
| Employer contribution / active EE | $16,395 | $5,478+199.3% | $4,821+240.0% | $4,755+244.8% |
| Participant deferral / active EE | $12,411 | $6,522+90.3% | $5,682+118.4% | $6,713+84.9% |
| Admin fee / account holder | $44,925 | $16,158+178.0% | $13,215+240.0% | $11,407+293.8% |