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 | $131,821 | $102,382+28.8% | $147,005-10.3% | $80,874+63.0% |
| Participation rate | 83.8% | 75.8%+7.9pp | 82.2%+1.6pp | 67.6%+16.1pp |
| Annual return | 14.25% | 134.89%-120.6pp | 418.76%-404.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $7,131 | $3,715+92.0% | $4,934+44.5% | $2,756+158.8% |
| Participant deferral / active EE | $9,403 | $6,646+41.5% | $8,070+16.5% | $4,297+118.8% |
| Admin fee / account holder | $501 | $7,942-93.7% | $13,006-96.1% | $6,935-92.8% |