Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $142,185 | $102,595+38.6% | $94,057+51.2% | $154,746-8.1% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 11.83% | 583.42%-571.6pp | 480.62%-468.8pp | 172.34%-160.5pp |
| Employer contribution / active EE | $16,821 | $3,147+434.5% | $2,933+473.5% | $4,379+284.1% |
| Participant deferral / active EE | $5,534 | $5,118+8.1% | $4,709+17.5% | $6,730-17.8% |
| Admin fee / account holder | $30,585 | $7,736+295.4% | $7,244+322.2% | $14,365+112.9% |