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 | $90,454 | $183,988-50.8% | $162,177-44.2% | $152,897-40.8% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.5%+8.5pp |
| Annual return | 13.55% | 150.79%-137.2pp | 115.60%-102.0pp | 345.43%-331.9pp |
| Employer contribution / active EE | $10,984 | $6,370+72.4% | $5,613+95.7% | $4,764+130.6% |
| Participant deferral / active EE | $5,772 | $8,032-28.1% | $7,297-20.9% | $5,851-1.4% |
| Admin fee / account holder | $60,243 | $13,123+359.1% | $10,843+455.6% | $11,599+419.4% |