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 | $84,956 | $48,314+75.8% | $67,561+25.7% | $80,925+5.0% |
| Participation rate | 98.2% | 66.4%+31.8pp | 72.9%+25.3pp | 67.7%+30.5pp |
| Annual return | 15.14% | 18.28%-3.1pp | 3525.44%-3510.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $14,370 | $2,022+610.7% | $2,735+425.4% | $2,756+421.4% |
| Participant deferral / active EE | $7,666 | $2,927+161.9% | $4,003+91.5% | $4,299+78.3% |
| Admin fee / account holder | $15,932 | $3,690+331.8% | $4,006+297.7% | $6,940+129.6% |