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 | $127,251 | $100,911+26.1% | $90,440+40.7% | $158,966-20.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.58% | 1726.62%-1716.0pp | 1294.38%-1283.8pp | 302.95%-292.4pp |
| Employer contribution / active EE | $28,500 | $3,690+672.3% | $3,263+773.4% | $4,762+498.4% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $388 | $6,507-94.0% | $5,615-93.1% | $11,250-96.6% |