Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $94,714 | $149,040-36.5% | $120,225-21.2% | $137,256-31.0% |
| Participation rate | 92.3% | 75.4%+16.9pp | 69.6%+22.7pp | 80.0%+12.3pp |
| Annual return | 13.66% | 605.68%-592.0pp | 439.23%-425.6pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,156 | $4,350-27.5% | $3,475-9.2% | $4,156-24.1% |
| Participant deferral / active EE | $9,608 | $4,655+106.4% | $3,999+140.3% | $6,407+50.0% |
| Admin fee / account holder | $43,025 | $6,348+577.8% | $5,696+655.3% | $12,270+250.7% |