Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $95,714 | $76,368+25.3% | $67,681+41.4% | $154,746-38.1% |
| Participation rate | 95.8% | 79.0%+16.9pp | 73.7%+22.1pp | 80.7%+15.1pp |
| Annual return | 25.16% | 1066.77%-1041.6pp | 590.58%-565.4pp | 172.34%-147.2pp |
| Employer contribution / active EE | $4,554 | $3,151+44.5% | $2,678+70.0% | $4,379+4.0% |
| Participant deferral / active EE | $18,732 | $4,824+288.3% | $3,976+371.2% | $6,730+178.3% |
| Admin fee / account holder | $7,286 | $8,559-14.9% | $6,100+19.4% | $14,365-49.3% |