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 | $82,061 | $123,859-33.7% | $69,632+17.8% | $145,897-43.8% |
| Participation rate | 85.7% | 69.2%+16.5pp | 66.4%+19.3pp | 80.3%+5.4pp |
| Annual return | 22.45% | 192.49%-170.0pp | 101.32%-78.9pp | 552.29%-529.8pp |
| Employer contribution / active EE | $7,623 | $2,673+185.1% | $1,708+346.2% | $4,663+63.5% |
| Participant deferral / active EE | $4,488 | $4,242+5.8% | $2,889+55.4% | $6,689-32.9% |
| Admin fee / account holder | $1,366 | $7,817-82.5% | $4,695-70.9% | $13,390-89.8% |