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 | $115,705 | $102,385+13.0% | $147,080-21.3% | $80,935+43.0% |
| Participation rate | 94.1% | 75.9%+18.2pp | 82.2%+11.9pp | 67.7%+26.5pp |
| Annual return | 21.59% | 135.09%-113.5pp | 420.17%-398.6pp | 35.66%-14.1pp |
| Employer contribution / active EE | $7,758 | $3,717+108.7% | $4,933+57.3% | $2,757+181.4% |
| Participant deferral / active EE | $13,205 | $6,651+98.6% | $8,066+63.7% | $4,299+207.1% |
| Admin fee / account holder | $5,965 | $7,951-25.0% | $12,989-54.1% | $6,924-13.8% |