Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $110,900 | $90,614+22.4% | $76,089+45.8% | $145,877-24.0% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.1%+25.9pp | 80.3%+14.7pp |
| Annual return | 8.80% | 623.80%-615.0pp | 360.94%-352.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $5,095 | $3,324+53.3% | $2,690+89.4% | $4,663+9.3% |
| Participant deferral / active EE | $7,312 | $5,168+41.5% | $4,259+71.7% | $6,691+9.3% |
| Admin fee / account holder | $2,064 | $8,376-75.4% | $6,418-67.8% | $13,402-84.6% |