Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,266 | $114,073-80.5% | $96,161-76.8% | $167,518-86.7% |
| Participation rate | 70.0% | 75.1%-5.1pp | 68.4%+1.6pp | 82.1%-12.1pp |
| Annual return | 21.41% | 189.95%-168.5pp | 192.01%-170.6pp | 478.71%-457.3pp |
| Employer contribution / active EE | $2,844 | $3,428-17.0% | $2,798+1.6% | $4,838-41.2% |
| Participant deferral / active EE | $6,453 | $5,195+24.2% | $4,349+48.4% | $6,342+1.7% |
| Admin fee / account holder | $8,968 | $6,899+30.0% | $5,538+61.9% | $12,312-27.2% |