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 | $131,079 | $93,617+40.0% | $135,982-3.6% | $75,177+74.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 130.12% | 30.89%+99.2pp | 68.32%+61.8pp | 160.75%-30.6pp |
| Employer contribution / active EE | $6,743 | $3,538+90.6% | $4,859+38.8% | $2,671+152.5% |
| Participant deferral / active EE | $7,142 | $6,406+11.5% | $7,760-8.0% | $4,126+73.1% |
| Admin fee / account holder | $1,787 | $6,980-74.4% | $10,767-83.4% | $5,651-68.4% |