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 | $101,088 | $109,872-8.0% | $98,483+2.6% | $167,536-39.7% |
| Participation rate | 84.6% | 75.8%+8.8pp | 73.3%+11.3pp | 82.1%+2.5pp |
| Annual return | 13.16% | 1959.31%-1946.2pp | 1494.38%-1481.2pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,822 | $3,225-12.5% | $2,961-4.7% | $4,839-41.7% |
| Participant deferral / active EE | $4,527 | $4,673-3.1% | $4,276+5.9% | $6,342-28.6% |
| Admin fee / account holder | $2,163 | $6,757-68.0% | $5,953-63.7% | $12,315-82.4% |