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 | $132,406 | $88,778+49.1% | $81,844+61.8% | $145,884-9.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 21.85% | 1033.03%-1011.2pp | 778.87%-757.0pp | 551.85%-530.0pp |
| Employer contribution / active EE | $4,394 | $3,087+42.3% | $2,916+50.7% | $4,662-5.8% |
| Participant deferral / active EE | $12,825 | $4,648+175.9% | $4,323+196.6% | $6,690+91.7% |
| Admin fee / account holder | $6,778 | $8,430-19.6% | $7,355-7.9% | $13,392-49.4% |