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 | $114,667 | $160,040-28.4% | $147,096-22.0% | $145,877-21.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 9.86% | 98.49%-88.6pp | 419.75%-409.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,707 | $5,289-48.8% | $4,936-45.2% | $4,663-42.0% |
| Participant deferral / active EE | $7,165 | $8,429-15.0% | $8,071-11.2% | $6,691+7.1% |
| Admin fee / account holder | $1,098 | $15,050-92.7% | $13,005-91.6% | $13,402-91.8% |