Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $138,278 | $112,121+23.3% | $95,960+44.1% | $158,966-13.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.62% | 171.16%-157.5pp | 91.63%-78.0pp | 302.95%-289.3pp |
| Employer contribution / active EE | $2,022 | $3,199-36.8% | $2,541-20.4% | $4,762-57.5% |
| Participant deferral / active EE | $3,544 | $4,784-25.9% | $4,167-14.9% | $5,983-40.8% |
| Admin fee / account holder | $4,338 | $10,135-57.2% | $6,797-36.2% | $11,250-61.4% |