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 | $87,077 | $102,595-15.1% | $94,057-7.4% | $154,746-43.7% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 13.01% | 583.42%-570.4pp | 480.62%-467.6pp | 172.34%-159.3pp |
| Employer contribution / active EE | $5,241 | $3,147+66.5% | $2,933+78.7% | $4,379+19.7% |
| Participant deferral / active EE | $9,229 | $5,118+80.3% | $4,709+96.0% | $6,730+37.1% |
| Admin fee / account holder | $15,420 | $7,736+99.3% | $7,244+112.8% | $14,365+7.3% |