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 | $66,349 | $165,399-59.9% | $149,745-55.7% | $158,982-58.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.37% | 348.34%-336.0pp | 276.72%-264.4pp | 302.99%-290.6pp |
| Employer contribution / active EE | $12,500 | $5,105+144.9% | $4,646+169.1% | $4,763+162.4% |
| Participant deferral / active EE | $9,390 | $7,183+30.7% | $6,843+37.2% | $5,983+56.9% |
| Admin fee / account holder | $760 | $10,811-93.0% | $9,312-91.8% | $11,252-93.2% |