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 | $160,040-37.9% | $147,096-32.4% | $145,877-31.8% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 15.33% | 98.49%-83.2pp | 419.75%-404.4pp | 551.28%-536.0pp |
| Employer contribution / active EE | $13,293 | $5,289+151.3% | $4,936+169.3% | $4,663+185.1% |
| Participant deferral / active EE | $8,477 | $8,429+0.6% | $8,071+5.0% | $6,691+26.7% |
| Admin fee / account holder | $756 | $15,050-95.0% | $13,005-94.2% | $13,402-94.4% |