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 | $102,401 | $102,595-0.2% | $94,057+8.9% | $154,746-33.8% |
| Participation rate | 91.7% | 76.0%+15.7pp | 73.3%+18.3pp | 80.7%+11.0pp |
| Annual return | 17.42% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,641 | $3,147-16.1% | $2,933-10.0% | $4,379-39.7% |
| Participant deferral / active EE | $4,408 | $5,118-13.9% | $4,709-6.4% | $6,730-34.5% |
| Admin fee / account holder | $7,821 | $7,736+1.1% | $7,244+8.0% | $14,365-45.6% |