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 | $101,003 | $118,708-14.9% | $98,920+2.1% | $158,966-36.5% |
| Participation rate | 94.7% | 77.8%+16.9pp | 76.0%+18.7pp | 82.0%+12.8pp |
| Annual return | 18.24% | 372.49%-354.3pp | 196.47%-178.2pp | 302.95%-284.7pp |
| Employer contribution / active EE | $8,971 | $3,334+169.1% | $2,689+233.6% | $4,762+88.4% |
| Participant deferral / active EE | $3,821 | $5,089-24.9% | $4,245-10.0% | $5,983-36.1% |
| Admin fee / account holder | $1,907 | $10,134-81.2% | $6,643-71.3% | $11,250-83.0% |