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 | $116,898 | $102,422+14.1% | $147,117-20.5% | $80,959+44.4% |
| Participation rate | 95.7% | 75.9%+19.8pp | 82.2%+13.5pp | 67.7%+28.0pp |
| Annual return | 15.44% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $5,159 | $3,717+38.8% | $4,932+4.6% | $2,757+87.1% |
| Participant deferral / active EE | $16,488 | $6,652+147.9% | $8,065+104.5% | $4,300+283.4% |
| Admin fee / account holder | $4,053 | $7,953-49.0% | $12,993-68.8% | $6,925-41.5% |