Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $107,542 | $100,203+7.3% | $85,240+26.2% | $145,897-26.3% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 11.22% | 84.28%-73.1pp | 66.75%-55.5pp | 552.29%-541.1pp |
| Employer contribution / active EE | $5,079 | $3,242+56.7% | $2,735+85.7% | $4,663+8.9% |
| Participant deferral / active EE | $10,194 | $5,299+92.4% | $4,527+125.2% | $6,689+52.4% |
| Admin fee / account holder | $6,409 | $7,265-11.8% | $6,165+4.0% | $13,390-52.1% |