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 | $103,058 | $106,008-2.8% | $92,240+11.7% | $147,586-30.2% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.5%+19.4pp | 82.8%+13.0pp |
| Annual return | 13.79% | 50.05%-36.3pp | 176.29%-162.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $2,160 | $4,333-50.1% | $3,680-41.3% | $4,876-55.7% |
| Participant deferral / active EE | $5,040 | $4,478+12.5% | $3,897+29.3% | $5,439-7.3% |
| Admin fee / account holder | $6,632 | $6,333+4.7% | $5,194+27.7% | $10,886-39.1% |