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 | $108,673+24.7% | $74,713+81.4% | $152,870-11.3% |
| Participation rate | 87.5% | 65.3%+22.2pp | 54.5%+33.0pp | 82.4%+5.1pp |
| Annual return | 25.23% | 114.08%-88.8pp | 752.99%-727.8pp | 345.34%-320.1pp |
| Employer contribution / active EE | $1,469 | $1,503-2.3% | $1,084+35.6% | $4,763-69.2% |
| Participant deferral / active EE | $6,044 | $2,713+122.8% | $1,964+207.8% | $5,850+3.3% |
| Admin fee / account holder | $1,495 | $4,904-69.5% | $3,334-55.1% | $11,597-87.1% |