Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $133,545 | $114,073+17.1% | $96,161+38.9% | $167,518-20.3% |
| Participation rate | 87.5% | 75.1%+12.4pp | 68.4%+19.1pp | 82.1%+5.4pp |
| Annual return | 75.22% | 189.95%-114.7pp | 192.01%-116.8pp | 478.71%-403.5pp |
| Employer contribution / active EE | $5,285 | $3,428+54.2% | $2,798+88.9% | $4,838+9.2% |
| Participant deferral / active EE | $16,568 | $5,195+218.9% | $4,349+280.9% | $6,342+161.2% |
| Admin fee / account holder | $6,767 | $6,899-1.9% | $5,538+22.2% | $12,312-45.0% |