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 | $101,046 | $96,643+4.6% | $86,617+16.7% | $139,456-27.5% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 13.16% | 106.57%-93.4pp | 591.91%-578.8pp | 373.45%-360.3pp |
| Employer contribution / active EE | $6,158 | $3,264+88.6% | $3,023+103.7% | $4,753+29.6% |
| Participant deferral / active EE | $4,400 | $4,835-9.0% | $4,437-0.8% | $6,711-34.4% |
| Admin fee / account holder | $17,273 | $6,406+169.6% | $5,613+207.7% | $11,407+51.4% |