Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,009 | $111,830-87.5% | $93,696-85.0% | $145,884-90.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 14.87% | 204.08%-189.2pp | 133.74%-118.9pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,935 | $3,093-37.4% | $2,422-20.1% | $4,662-58.5% |
| Participant deferral / active EE | $4,464 | $4,920-9.3% | $4,417+1.1% | $6,690-33.3% |
| Admin fee / account holder | $12,001 | $10,249+17.1% | $8,287+44.8% | $13,392-10.4% |