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 | $86,098 | $96,678-10.9% | $86,640-0.6% | $139,466-38.3% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 30.39% | 106.69%-76.3pp | 592.52%-562.1pp | 373.66%-343.3pp |
| Employer contribution / active EE | $1,551 | $3,265-52.5% | $3,024-48.7% | $4,754-67.4% |
| Participant deferral / active EE | $6,811 | $4,837+40.8% | $4,438+53.5% | $6,712+1.5% |
| Admin fee / account holder | $3,591 | $6,410-44.0% | $5,616-36.0% | $11,409-68.5% |