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 | $126,328 | $102,382+23.4% | $147,005-14.1% | $80,874+56.2% |
| Participation rate | 88.9% | 75.8%+13.0pp | 82.2%+6.7pp | 67.6%+21.2pp |
| Annual return | 16.26% | 134.89%-118.6pp | 418.76%-402.5pp | 35.62%-19.4pp |
| Employer contribution / active EE | $10,633 | $3,715+186.2% | $4,934+115.5% | $2,756+285.8% |
| Participant deferral / active EE | $12,076 | $6,646+81.7% | $8,070+49.6% | $4,297+181.0% |
| Admin fee / account holder | $31,832 | $7,942+300.8% | $13,006+144.7% | $6,935+359.0% |