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 | $82,425 | $96,678-14.7% | $86,640-4.9% | $139,466-40.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 15.90% | 106.69%-90.8pp | 592.52%-576.6pp | 373.66%-357.8pp |
| Employer contribution / active EE | $3,479 | $3,265+6.5% | $3,024+15.0% | $4,754-26.8% |
| Participant deferral / active EE | $6,041 | $4,837+24.9% | $4,438+36.1% | $6,712-10.0% |
| Admin fee / account holder | $2,691 | $6,410-58.0% | $5,616-52.1% | $11,409-76.4% |