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 | $135,541 | $108,701+24.7% | $74,723+81.4% | $152,909-11.4% |
| Participation rate | 87.5% | 65.4%+22.1pp | 54.5%+33.0pp | 82.5%+5.0pp |
| Annual return | 25.23% | 114.12%-88.9pp | 753.18%-727.9pp | 345.46%-320.2pp |
| Employer contribution / active EE | $1,469 | $1,504-2.3% | $1,084+35.5% | $4,764-69.2% |
| Participant deferral / active EE | $6,044 | $2,709+123.1% | $1,962+208.1% | $5,851+3.3% |
| Admin fee / account holder | $1,495 | $4,906-69.5% | $3,335-55.2% | $11,601-87.1% |