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 | $122,409 | $102,393+19.5% | $147,041-16.8% | $80,911+51.3% |
| Participation rate | 89.8% | 75.9%+14.0pp | 82.2%+7.7pp | 67.6%+22.2pp |
| Annual return | 16.84% | 134.95%-118.1pp | 419.21%-402.4pp | 35.63%-18.8pp |
| Employer contribution / active EE | $6,196 | $3,715+66.8% | $4,935+25.6% | $2,756+124.8% |
| Participant deferral / active EE | $12,335 | $6,647+85.6% | $8,071+52.8% | $4,297+187.1% |
| Admin fee / account holder | $9,450 | $7,943+19.0% | $13,006-27.3% | $6,935+36.3% |