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 | $105,111 | $102,393+2.7% | $147,041-28.5% | $80,911+29.9% |
| Participation rate | 91.5% | 75.9%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 12.70% | 134.95%-122.3pp | 419.21%-406.5pp | 35.63%-22.9pp |
| Employer contribution / active EE | $3,021 | $3,715-18.7% | $4,935-38.8% | $2,756+9.6% |
| Participant deferral / active EE | $8,298 | $6,647+24.8% | $8,071+2.8% | $4,297+93.1% |
| Admin fee / account holder | $52,292 | $7,943+558.3% | $13,006+302.1% | $6,935+654.1% |