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 | $109,212 | $111,785-2.3% | $93,669+16.6% | $145,877-25.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.50% | 203.79%-193.3pp | 133.59%-123.1pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,538 | $3,096-50.3% | $2,424-36.5% | $4,663-67.0% |
| Participant deferral / active EE | $4,497 | $4,919-8.6% | $4,416+1.8% | $6,691-32.8% |
| Admin fee / account holder | $1,645 | $10,256-84.0% | $8,291-80.2% | $13,402-87.7% |