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 | $139,073 | $55,470+150.7% | $155,556-10.6% | $74,478+86.7% |
| Participation rate | 91.2% | 61.9%+29.2pp | 78.2%+12.9pp | 67.2%+23.9pp |
| Annual return | 12.61% | 269.80%-257.2pp | 64.84%-52.2pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $7,778 | $2,267+243.1% | $4,675+66.3% | $2,626+196.1% |
| Participant deferral / active EE | $5,760 | $2,838+103.0% | $5,631+2.3% | $4,350+32.4% |
| Admin fee / account holder | $10,940 | $1,744+527.2% | $15,885-31.1% | $1,946+462.2% |