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 | $122,440 | $108,695+12.6% | $74,722+63.9% | $152,897-19.9% |
| Participation rate | 80.0% | 65.4%+14.6pp | 54.5%+25.5pp | 82.5%-2.5pp |
| Annual return | 22.68% | 114.11%-91.4pp | 753.11%-730.4pp | 345.43%-322.8pp |
| Employer contribution / active EE | $2,093 | $1,504+39.1% | $1,084+93.0% | $4,764-56.1% |
| Participant deferral / active EE | $5,127 | $2,712+89.1% | $1,963+161.2% | $5,851-12.4% |
| Admin fee / account holder | $1,041 | $4,906-78.8% | $3,335-68.8% | $11,599-91.0% |