Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $89,586 | $102,429-12.5% | $147,096-39.1% | $80,925+10.7% |
| Participation rate | 92.5% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 16.85% | 135.02%-118.2pp | 419.75%-402.9pp | 35.65%-18.8pp |
| Employer contribution / active EE | $9,890 | $3,716+166.2% | $4,936+100.4% | $2,756+258.8% |
| Participant deferral / active EE | $17,733 | $6,649+166.7% | $8,071+119.7% | $4,299+312.5% |
| Admin fee / account holder | $7,059 | $7,957-11.3% | $13,005-45.7% | $6,940+1.7% |