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 | $110,576 | $102,385+8.0% | $147,080-24.8% | $80,935+36.6% |
| Participation rate | 83.9% | 75.9%+8.0pp | 82.2%+1.7pp | 67.7%+16.2pp |
| Annual return | 16.27% | 135.09%-118.8pp | 420.17%-403.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $2,695 | $3,717-27.5% | $4,933-45.4% | $2,757-2.3% |
| Participant deferral / active EE | $6,018 | $6,651-9.5% | $8,066-25.4% | $4,299+40.0% |
| Admin fee / account holder | $18,499 | $7,951+132.7% | $12,989+42.4% | $6,924+167.2% |