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 | $147,505 | $114,130+29.2% | $96,192+53.3% | $167,553-12.0% |
| Participation rate | 70.0% | 75.1%-5.1pp | 68.4%+1.6pp | 82.1%-12.1pp |
| Annual return | 12.61% | 190.07%-177.5pp | 192.09%-179.5pp | 478.89%-466.3pp |
| Employer contribution / active EE | $4,741 | $3,431+38.2% | $2,799+69.3% | $4,840-2.0% |
| Participant deferral / active EE | $9,000 | $5,198+73.1% | $4,351+106.9% | $6,343+41.9% |
| Admin fee / account holder | $3,610 | $6,901-47.7% | $5,539-34.8% | $12,316-70.7% |