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 | $97,887 | $159,934-38.8% | $147,005-33.4% | $145,959-32.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.50% | 98.24%-81.7pp | 418.76%-402.3pp | 561.95%-545.4pp |
| Employer contribution / active EE | $9,675 | $5,287+83.0% | $4,934+96.1% | $4,661+107.6% |
| Participant deferral / active EE | $21,057 | $8,427+149.9% | $8,070+160.9% | $6,689+214.8% |
| Admin fee / account holder | $1,476 | $15,053-90.2% | $13,006-88.7% | $13,398-89.0% |