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 | $104,721 | $102,595+2.1% | $94,057+11.3% | $154,746-32.3% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 15.71% | 583.42%-567.7pp | 480.62%-464.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,901 | $3,147-7.8% | $2,933-1.1% | $4,379-33.8% |
| Participant deferral / active EE | $6,510 | $5,118+27.2% | $4,709+38.2% | $6,730-3.3% |
| Admin fee / account holder | $7,713 | $7,736-0.3% | $7,244+6.5% | $14,365-46.3% |