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 | $99,678 | $52,967+88.2% | $172,753-42.3% | $65,186+52.9% |
| Participation rate | 73.3% | 66.2%+7.1pp | 82.6%-9.4pp | 70.2%+3.1pp |
| Annual return | 25.63% | 30.12%-4.5pp | 803.00%-777.4pp | 29.39%-3.8pp |
| Employer contribution / active EE | $5,826 | $2,190+166.0% | $5,144+13.3% | $2,177+167.6% |
| Participant deferral / active EE | $2,547 | $2,471+3.1% | $5,198-51.0% | $3,514-27.5% |
| Admin fee / account holder | $1,625 | $472+244.2% | $13,956-88.4% | $847+91.8% |