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 | $133,080 | $101,591+31.0% | $147,096-9.5% | $74,429+78.8% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 14.82% | 8746.45%-8731.6pp | 419.75%-404.9pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $3,408 | $3,813-10.6% | $4,936-31.0% | $2,625+29.8% |
| Participant deferral / active EE | $11,301 | $7,302+54.8% | $8,071+40.0% | $4,348+159.9% |
| Admin fee / account holder | $9,039 | $1,750+416.5% | $13,005-30.5% | $1,944+364.9% |