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 | $89,328 | $149,040-40.1% | $120,225-25.7% | $137,256-34.9% |
| Participation rate | 92.9% | 75.4%+17.4pp | 69.6%+23.3pp | 80.0%+12.9pp |
| Annual return | 12.83% | 605.68%-592.9pp | 439.23%-426.4pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,539 | $4,350-18.6% | $3,475+1.8% | $4,156-14.8% |
| Participant deferral / active EE | $6,962 | $4,655+49.6% | $3,999+74.1% | $6,407+8.7% |
| Admin fee / account holder | $2,742 | $6,348-56.8% | $5,696-51.9% | $12,270-77.7% |