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 | $189,575 | $111,878+69.4% | $93,727+102.3% | $145,897+29.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 9.51% | 204.28%-194.8pp | 133.83%-124.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $12,995 | $3,092+320.2% | $2,421+436.7% | $4,663+178.7% |
| Participant deferral / active EE | $9,186 | $4,920+86.7% | $4,417+108.0% | $6,689+37.3% |
| Admin fee / account holder | $4,662 | $10,256-54.5% | $8,292-43.8% | $13,390-65.2% |