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 | $54,542 | $102,429-46.8% | $147,096-62.9% | $80,925-32.6% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 27.65% | 135.02%-107.4pp | 419.75%-392.1pp | 35.65%-8.0pp |
| Employer contribution / active EE | $9,736 | $3,716+162.0% | $4,936+97.2% | $2,756+253.2% |
| Participant deferral / active EE | $18,804 | $6,649+182.8% | $8,071+133.0% | $4,299+337.4% |
| Admin fee / account holder | $10,275 | $7,957+29.1% | $13,005-21.0% | $6,940+48.1% |