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 | $135,997 | $102,382+32.8% | $147,005-7.5% | $80,874+68.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 13.04% | 134.89%-121.8pp | 418.76%-405.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $7,877 | $3,715+112.0% | $4,934+59.6% | $2,756+185.9% |
| Participant deferral / active EE | $14,641 | $6,646+120.3% | $8,070+81.4% | $4,297+240.7% |
| Admin fee / account holder | $5,515 | $7,942-30.6% | $13,006-57.6% | $6,935-20.5% |