Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $99,421 | $159,934-37.8% | $147,005-32.4% | $145,959-31.9% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 15.33% | 98.24%-82.9pp | 418.76%-403.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $13,293 | $5,287+151.4% | $4,934+169.4% | $4,661+185.2% |
| Participant deferral / active EE | $8,477 | $8,427+0.6% | $8,070+5.1% | $6,689+26.7% |
| Admin fee / account holder | $756 | $15,053-95.0% | $13,006-94.2% | $13,398-94.4% |