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 | $98,698 | $65,555+50.6% | $86,216+14.5% | $75,173+31.3% |
| Participation rate | 89.5% | 60.5%+29.0pp | 69.0%+20.5pp | 67.2%+22.3pp |
| Annual return | 14.99% | 46.07%-31.1pp | 1169.42%-1154.4pp | 160.72%-145.7pp |
| Employer contribution / active EE | $4,547 | $1,553+192.7% | $2,382+90.9% | $2,671+70.3% |
| Participant deferral / active EE | $3,497 | $3,023+15.7% | $3,986-12.3% | $4,126-15.2% |
| Admin fee / account holder | $1,099 | $5,469-79.9% | $6,853-84.0% | $5,651-80.6% |