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 | $102,817 | $100,911+1.9% | $90,440+13.7% | $158,966-35.3% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 12.93% | 1726.62%-1713.7pp | 1294.38%-1281.5pp | 302.95%-290.0pp |
| Employer contribution / active EE | $8,832 | $3,690+139.3% | $3,263+170.7% | $4,762+85.5% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $490 | $6,507-92.5% | $5,615-91.3% | $11,250-95.6% |