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 | $94,482 | $160,028-41.0% | $147,080-35.8% | $145,884-35.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 9.79% | 98.60%-88.8pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,889 | $5,286-64.3% | $4,933-61.7% | $4,662-59.5% |
| Participant deferral / active EE | $6,811 | $8,422-19.1% | $8,066-15.6% | $6,690+1.8% |
| Admin fee / account holder | $10,159 | $15,030-32.4% | $12,989-21.8% | $13,392-24.1% |