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 | $89,959 | $106,008-15.1% | $92,240-2.5% | $147,586-39.0% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 14.26% | 50.05%-35.8pp | 176.29%-162.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $4,375 | $4,333+1.0% | $3,680+18.9% | $4,876-10.3% |
| Participant deferral / active EE | $1,485 | $4,478-66.8% | $3,897-61.9% | $5,439-72.7% |
| Admin fee / account holder | $12,946 | $6,333+104.4% | $5,194+149.2% | $10,886+18.9% |