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 | $99,988 | $150,435-33.5% | $120,580-17.1% | $145,897-31.5% |
| Participation rate | 94.7% | 78.8%+15.9pp | 72.0%+22.8pp | 80.3%+14.4pp |
| Annual return | 10.33% | 154.60%-144.3pp | 107.48%-97.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,734 | $4,352-60.2% | $3,469-50.0% | $4,663-62.8% |
| Participant deferral / active EE | $3,494 | $6,174-43.4% | $4,995-30.1% | $6,689-47.8% |
| Admin fee / account holder | $2,346 | $12,182-80.7% | $9,418-75.1% | $13,390-82.5% |