Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $136,835 | $102,393+33.6% | $147,041-6.9% | $80,911+69.1% |
| Participation rate | 85.4% | 75.9%+9.5pp | 82.2%+3.2pp | 67.6%+17.7pp |
| Annual return | 15.03% | 134.95%-119.9pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $7,857 | $3,715+111.5% | $4,935+59.2% | $2,756+185.1% |
| Participant deferral / active EE | $12,803 | $6,647+92.6% | $8,071+58.6% | $4,297+197.9% |
| Admin fee / account holder | $13,322 | $7,943+67.7% | $13,006+2.4% | $6,935+92.1% |