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 | $97,267 | $100,073-2.8% | $85,126+14.3% | $145,877-33.3% |
| Participation rate | 94.7% | 74.1%+20.6pp | 67.5%+27.2pp | 80.3%+14.4pp |
| Annual return | 13.39% | 84.11%-70.7pp | 66.63%-53.2pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,109 | $3,236-34.8% | $2,731-22.8% | $4,663-54.8% |
| Participant deferral / active EE | $6,466 | $5,294+22.1% | $4,523+43.0% | $6,691-3.4% |
| Admin fee / account holder | $1,026 | $7,261-85.9% | $6,160-83.3% | $13,402-92.3% |