Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $99,546 | $102,429-2.8% | $147,096-32.3% | $80,925+23.0% |
| Participation rate | 97.4% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 14.48% | 135.02%-120.5pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $8,777 | $3,716+136.2% | $4,936+77.8% | $2,756+218.4% |
| Participant deferral / active EE | $12,516 | $6,649+88.3% | $8,071+55.1% | $4,299+191.2% |
| Admin fee / account holder | $16,524 | $7,957+107.7% | $13,005+27.1% | $6,940+138.1% |