Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $124,517 | $102,382+21.6% | $147,005-15.3% | $80,874+54.0% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 14.13% | 134.89%-120.8pp | 418.76%-404.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $3,653 | $3,715-1.7% | $4,934-26.0% | $2,756+32.6% |
| Participant deferral / active EE | $9,239 | $6,646+39.0% | $8,070+14.5% | $4,297+115.0% |
| Admin fee / account holder | $3,962 | $7,942-50.1% | $13,006-69.5% | $6,935-42.9% |