Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $115,857 | $79,184+46.3% | $102,438+13.1% | $74,546+55.4% |
| Participation rate | 89.0% | 74.8%+14.2pp | 76.5%+12.5pp | 67.2%+21.8pp |
| Annual return | 19.08% | 54.95%-35.9pp | 29.37%-10.3pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $13,500 | $2,362+471.6% | $3,024+346.5% | $2,624+414.4% |
| Participant deferral / active EE | $6,303 | $4,414+42.8% | $5,054+24.7% | $4,347+45.0% |
| Admin fee / account holder | $11,148 | $2,001+457.1% | $9,448+18.0% | $1,944+473.6% |