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 | $131,919 | $99,079+33.1% | $78,002+69.1% | $273,972-51.8% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 9.96% | 217.93%-208.0pp | 425.99%-416.0pp | 41.46%-31.5pp |
| Employer contribution / active EE | $4,413 | $3,308+33.4% | $2,470+78.7% | $4,869-9.4% |
| Participant deferral / active EE | $2,780 | $4,306-35.4% | $3,497-20.5% | $5,287-47.4% |
| Admin fee / account holder | $9,564 | $8,954+6.8% | $5,481+74.5% | $10,133-5.6% |