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 | $149,397 | $75,962+96.7% | $154,111-3.1% | $64,173+132.8% |
| Participation rate | 81.7% | 70.4%+11.3pp | 83.0%-1.3pp | 69.6%+12.1pp |
| Annual return | 6.84% | 30.32%-23.5pp | 735.18%-728.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $9,300 | $3,350+177.6% | $5,298+75.5% | $2,381+290.6% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,709 | $5,589-69.4% | $13,411-87.3% | $4,887-65.0% |