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 | $132,059 | $106,918+23.5% | $84,021+57.2% | $152,897-13.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.66% | 105.01%-87.3pp | 71.32%-53.7pp | 345.43%-327.8pp |
| Employer contribution / active EE | $3,712 | $2,735+35.7% | $1,984+87.1% | $4,764-22.1% |
| Participant deferral / active EE | $9,898 | $4,012+146.7% | $3,239+205.6% | $5,851+69.2% |
| Admin fee / account holder | $3,827 | $8,288-53.8% | $6,102-37.3% | $11,599-67.0% |