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 | $109,855 | $53,063+107.0% | $124,206-11.6% | $82,637+32.9% |
| Participation rate | 79.5% | 58.4%+21.1pp | 69.6%+10.0pp | 68.1%+11.5pp |
| Annual return | 44.79% | 68.87%-24.1pp | 515.27%-470.5pp | 53.51%-8.7pp |
| Employer contribution / active EE | $3,854 | $1,530+151.8% | $3,540+8.9% | $2,552+51.0% |
| Participant deferral / active EE | $10,407 | $2,644+293.6% | $3,968+162.3% | $4,126+152.2% |
| Admin fee / account holder | $3,971 | $4,281-7.2% | $5,929-33.0% | $7,339-45.9% |