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 | $102,269 | $106,008-3.5% | $92,240+10.9% | $147,586-30.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 24.26% | 50.05%-25.8pp | 176.29%-152.0pp | 578.59%-554.3pp |
| Employer contribution / active EE | $4,832 | $4,333+11.5% | $3,680+31.3% | $4,876-0.9% |
| Participant deferral / active EE | $4,578 | $4,478+2.2% | $3,897+17.5% | $5,439-15.8% |
| Admin fee / account holder | $360 | $6,333-94.3% | $5,194-93.1% | $10,886-96.7% |