Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $105,053 | $149,040-29.5% | $120,225-12.6% | $137,256-23.5% |
| Participation rate | 90.9% | 75.4%+15.5pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 13.33% | 605.68%-592.4pp | 439.23%-425.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,943 | $4,655+70.7% | $3,999+98.6% | $6,407+24.0% |
| Admin fee / account holder | $1,022 | $6,348-83.9% | $5,696-82.1% | $12,270-91.7% |