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 | $93,683 | $75,832+23.5% | $147,617-36.5% | $59,633+57.1% |
| Participation rate | 98.6% | 71.6%+27.0pp | 84.6%+14.0pp | 68.7%+29.9pp |
| Annual return | -0.68% | 0.37%-1.0pp | 61.98%-62.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $6,912 | $3,485+98.3% | $5,564+24.2% | $2,203+213.8% |
| Participant deferral / active EE | $5,258 | $3,131+68.0% | $4,895+7.4% | $3,192+64.7% |
| Admin fee / account holder | $12,332 | $5,986+106.0% | $11,612+6.2% | $4,297+187.0% |