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 | $131,285 | $102,393+28.2% | $147,041-10.7% | $80,911+62.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 14.59% | 134.95%-120.4pp | 419.21%-404.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $3,856 | $3,715+3.8% | $4,935-21.9% | $2,756+39.9% |
| Participant deferral / active EE | $8,689 | $6,647+30.7% | $8,071+7.7% | $4,297+102.2% |
| Admin fee / account holder | $7,306 | $7,943-8.0% | $13,006-43.8% | $6,935+5.3% |