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 | $82,603 | $61,787+33.7% | $97,197-15.0% | $80,925+2.1% |
| Participation rate | 82.1% | 63.5%+18.7pp | 72.7%+9.5pp | 67.7%+14.5pp |
| Annual return | 12.62% | -558.16%+570.8pp | 75.47%-62.8pp | 35.65%-23.0pp |
| Employer contribution / active EE | $3,391 | $1,836+84.7% | $2,723+24.5% | $2,756+23.0% |
| Participant deferral / active EE | $10,192 | $3,027+236.7% | $4,263+139.1% | $4,299+137.1% |
| Admin fee / account holder | $990 | $5,170-80.9% | $5,637-82.4% | $6,940-85.7% |