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 | $215,777 | $169,356+27.4% | $129,406+66.7% | $145,897+47.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.38% | 14418.62%-14410.2pp | 9468.18%-9459.8pp | 552.29%-543.9pp |
| Employer contribution / active EE | $8,855 | $5,542+59.8% | $4,155+113.1% | $4,663+89.9% |
| Participant deferral / active EE | $5,865 | $4,987+17.6% | $4,167+40.7% | $6,689-12.3% |
| Admin fee / account holder | $942 | $9,915-90.5% | $7,689-87.8% | $13,390-93.0% |