Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $101,067 | $102,422-1.3% | $147,117-31.3% | $80,959+24.8% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 20.64% | 135.16%-114.5pp | 420.54%-399.9pp | 35.67%-15.0pp |
| Employer contribution / active EE | $5,292 | $3,717+42.4% | $4,932+7.3% | $2,757+91.9% |
| Participant deferral / active EE | $9,377 | $6,652+41.0% | $8,065+16.3% | $4,300+118.0% |
| Admin fee / account holder | $2,760 | $7,953-65.3% | $12,993-78.8% | $6,925-60.2% |