Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $83,960 | $100,139-16.2% | $85,187-1.4% | $145,884-42.4% |
| Participation rate | 95.5% | 74.1%+21.4pp | 67.5%+27.9pp | 80.3%+15.2pp |
| Annual return | 11.49% | 84.15%-72.7pp | 66.67%-55.2pp | 551.85%-540.4pp |
| Employer contribution / active EE | $4,378 | $3,238+35.2% | $2,732+60.2% | $4,662-6.1% |
| Participant deferral / active EE | $9,262 | $5,296+74.9% | $4,525+104.7% | $6,690+38.5% |
| Admin fee / account holder | $885 | $7,262-87.8% | $6,162-85.6% | $13,392-93.4% |