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 | $79,189+46.3% | $102,457+13.1% | $74,400+55.7% |
| Participation rate | 89.0% | 74.8%+14.2pp | 76.5%+12.5pp | 67.2%+21.8pp |
| Annual return | 19.08% | 54.98%-35.9pp | 29.41%-10.3pp | 1367.51%-1348.4pp |
| Employer contribution / active EE | $13,500 | $2,362+471.5% | $3,022+346.7% | $2,624+414.4% |
| Participant deferral / active EE | $6,303 | $4,415+42.8% | $5,054+24.7% | $4,348+45.0% |
| Admin fee / account holder | $11,148 | $2,002+456.8% | $9,451+18.0% | $1,944+473.6% |