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 | $107,858 | $99,011+8.9% | $86,582+24.6% | $147,586-26.9% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 15.95% | 1312.75%-1296.8pp | 965.08%-949.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $903 | $3,132-71.2% | $2,839-68.2% | $4,876-81.5% |
| Participant deferral / active EE | $1,343 | $3,972-66.2% | $3,609-62.8% | $5,439-75.3% |
| Admin fee / account holder | $9,699 | $5,709+69.9% | $4,904+97.8% | $10,886-10.9% |