Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $88,522 | $96,388-8.2% | $80,627+9.8% | $139,466-36.5% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 25.62% | 1352.08%-1326.5pp | 936.76%-911.1pp | 373.66%-348.0pp |
| Employer contribution / active EE | $3,251 | $3,260-0.3% | $2,723+19.4% | $4,754-31.6% |
| Participant deferral / active EE | $10,853 | $5,224+107.7% | $4,443+144.3% | $6,712+61.7% |
| Admin fee / account holder | $9,044 | $6,603+37.0% | $5,381+68.1% | $11,409-20.7% |