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 | $126,915 | $108,897+16.5% | $100,378+26.4% | $145,877-13.0% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 13.61% | 58.17%-44.6pp | 49.41%-35.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,335 | $4,420-47.2% | $3,942-40.8% | $4,663-49.9% |
| Participant deferral / active EE | $6,205 | $8,455-26.6% | $8,087-23.3% | $6,691-7.3% |
| Admin fee / account holder | $1,849 | $9,690-80.9% | $7,899-76.6% | $13,402-86.2% |