Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $102,477 | $169,356-39.5% | $129,406-20.8% | $145,897-29.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.85% | 14418.62%-14404.8pp | 9468.18%-9454.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $9,875 | $5,542+78.2% | $4,155+137.6% | $4,663+111.8% |
| Participant deferral / active EE | $18,928 | $4,987+279.6% | $4,167+354.2% | $6,689+183.0% |
| Admin fee / account holder | $312 | $9,915-96.9% | $7,689-95.9% | $13,390-97.7% |