Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $137,080 | $126,519+8.3% | $106,201+29.1% | $145,959-6.1% |
| Participation rate | 95.5% | 77.7%+17.8pp | 75.3%+20.2pp | 80.3%+15.2pp |
| Annual return | 12.39% | 225.10%-212.7pp | 116.26%-103.9pp | 561.95%-549.6pp |
| Employer contribution / active EE | $8,488 | $3,726+127.8% | $3,170+167.8% | $4,661+82.1% |
| Participant deferral / active EE | $6,157 | $5,716+7.7% | $5,012+22.8% | $6,689-7.9% |
| Admin fee / account holder | $1,610 | $17,312-90.7% | $11,039-85.4% | $13,398-88.0% |