Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $100,852 | $75,962+32.8% | $154,108-34.6% | $64,173+57.2% |
| Participation rate | 88.5% | 70.4%+18.0pp | 83.0%+5.4pp | 69.6%+18.9pp |
| Annual return | 3.19% | 30.32%-27.1pp | 735.21%-732.0pp | 7.63%-4.4pp |
| Employer contribution / active EE | $6,543 | $3,350+95.3% | $5,298+23.5% | $2,381+174.8% |
| Participant deferral / active EE | $5,100 | $3,175+60.6% | $5,081+0.4% | $3,470+47.0% |
| Admin fee / account holder | $61,346 | $5,589+997.6% | $13,411+357.4% | $4,887+1155.2% |