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 | $131,091 | $102,382+28.0% | $147,005-10.8% | $80,874+62.1% |
| Participation rate | 89.6% | 75.8%+13.7pp | 82.2%+7.4pp | 67.6%+21.9pp |
| Annual return | 12.70% | 134.89%-122.2pp | 418.76%-406.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $6,509 | $3,715+75.2% | $4,934+31.9% | $2,756+136.2% |
| Participant deferral / active EE | $3,077 | $6,646-53.7% | $8,070-61.9% | $4,297-28.4% |
| Admin fee / account holder | $5,620 | $7,942-29.2% | $13,006-56.8% | $6,935-19.0% |