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 | $99,821 | $88,754+12.5% | $81,820+22.0% | $145,877-31.6% |
| Participation rate | 77.3% | 75.1%+2.2pp | 72.4%+4.9pp | 80.3%-3.0pp |
| Annual return | 11.25% | 1031.77%-1020.5pp | 777.93%-766.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $7,601 | $3,085+146.4% | $2,915+160.7% | $4,663+63.0% |
| Participant deferral / active EE | $2,903 | $4,648-37.5% | $4,323-32.8% | $6,691-56.6% |
| Admin fee / account holder | $18,629 | $8,424+121.2% | $7,391+152.1% | $13,402+39.0% |