Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $83,523 | $102,382-18.4% | $147,005-43.2% | $80,874+3.3% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 15.59% | 134.89%-119.3pp | 418.76%-403.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $2,136 | $3,715-42.5% | $4,934-56.7% | $2,756-22.5% |
| Participant deferral / active EE | $7,707 | $6,646+16.0% | $8,070-4.5% | $4,297+79.4% |
| Admin fee / account holder | $23,188 | $7,942+192.0% | $13,006+78.3% | $6,935+234.4% |