Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $129,652 | $88,815+46.0% | $81,882+58.3% | $145,897-11.1% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 11.66% | 1033.75%-1022.1pp | 779.47%-767.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,694 | $3,086-45.1% | $2,916-41.9% | $4,663-63.7% |
| Participant deferral / active EE | $9,851 | $4,647+112.0% | $4,323+127.9% | $6,689+47.3% |
| Admin fee / account holder | $41,163 | $8,434+388.0% | $7,360+459.3% | $13,390+207.4% |