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 | $85,655 | $160,028-46.5% | $147,080-41.8% | $145,884-41.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,107 | $5,286-60.1% | $4,933-57.3% | $4,662-54.8% |
| Participant deferral / active EE | $6,208 | $8,422-26.3% | $8,066-23.0% | $6,690-7.2% |
| Admin fee / account holder | $3,291 | $15,030-78.1% | $12,989-74.7% | $13,392-75.4% |