Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $97,293 | $81,643+19.2% | $70,462+38.1% | $158,950-38.8% |
| Participation rate | 94.7% | 77.7%+17.0pp | 75.1%+19.7pp | 82.0%+12.8pp |
| Annual return | 13.81% | 208.51%-194.7pp | 109.08%-95.3pp | 302.91%-289.1pp |
| Employer contribution / active EE | $4,745 | $3,218+47.5% | $2,737+73.3% | $4,762-0.4% |
| Participant deferral / active EE | $10,876 | $4,555+138.8% | $3,710+193.2% | $5,983+81.8% |
| Admin fee / account holder | $16,855 | $6,194+172.1% | $3,845+338.3% | $11,248+49.8% |