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 | $133,332 | $115,814+15.1% | $101,275+31.7% | $158,982-16.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.63% | 56.16%-35.5pp | 46.48%-25.9pp | 302.99%-282.4pp |
| Employer contribution / active EE | $1,736 | $4,176-58.4% | $3,660-52.6% | $4,763-63.6% |
| Participant deferral / active EE | $9,261 | $4,958+86.8% | $4,371+111.9% | $5,983+54.8% |
| Admin fee / account holder | $2,548 | $7,249-64.8% | $5,948-57.2% | $11,252-77.4% |