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 | $101,653 | $98,760+2.9% | $149,715-32.1% | $79,858+27.3% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.5%-5.8pp | 69.6%+7.0pp |
| Annual return | 55.53% | 27.43%+28.1pp | 276.66%-221.1pp | 31.72%+23.8pp |
| Employer contribution / active EE | $892 | $3,217-72.3% | $4,645-80.8% | $2,471-63.9% |
| Participant deferral / active EE | $2,516 | $5,681-55.7% | $6,842-63.2% | $3,740-32.7% |
| Admin fee / account holder | $12,513 | $6,053+106.7% | $9,310+34.4% | $5,306+135.8% |