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 | $137,678 | $99,011+39.1% | $86,582+59.0% | $147,586-6.7% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 15.97% | 1312.75%-1296.8pp | 965.08%-949.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $4,503 | $3,132+43.8% | $2,839+58.6% | $4,876-7.7% |
| Participant deferral / active EE | $12,372 | $3,972+211.4% | $3,609+242.8% | $5,439+127.5% |
| Admin fee / account holder | $7,628 | $5,709+33.6% | $4,904+55.5% | $10,886-29.9% |