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 | $132,973 | $106,005+25.4% | $92,239+44.2% | $147,585-9.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 15.11% | 50.05%-34.9pp | 176.29%-161.2pp | 578.58%-563.5pp |
| Employer contribution / active EE | $2,652 | $4,333-38.8% | $3,680-27.9% | $4,876-45.6% |
| Participant deferral / active EE | $5,434 | $4,478+21.3% | $3,897+39.4% | $5,439-0.1% |
| Admin fee / account holder | $14,770 | $6,333+133.2% | $5,194+184.4% | $10,886+35.7% |