Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $96,129 | $51,638+86.2% | $68,368+40.6% | $82,448+16.6% |
| Participation rate | 90.3% | 63.6%+26.7pp | 73.8%+16.6pp | 68.1%+22.3pp |
| Annual return | 14.50% | 37.53%-23.0pp | 292.57%-278.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $7,929 | $2,047+287.4% | $2,649+199.3% | $2,551+210.8% |
| Participant deferral / active EE | $6,616 | $2,914+127.1% | $4,123+60.5% | $4,139+59.8% |
| Admin fee / account holder | $7,180 | $4,643+54.6% | $5,150+39.4% | $7,234-0.7% |