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 | $125,917 | $70,418+78.8% | $96,570+30.4% | $85,847+46.7% |
| Participation rate | 88.9% | 61.8%+27.1pp | 69.8%+19.1pp | 69.3%+19.6pp |
| Annual return | 16.84% | 18.59%-1.8pp | 37.79%-21.0pp | 318.61%-301.8pp |
| Employer contribution / active EE | $4,445 | $1,413+214.6% | $2,357+88.6% | $2,565+73.3% |
| Participant deferral / active EE | $4,810 | $2,894+66.2% | $3,849+24.9% | $3,952+21.7% |
| Admin fee / account holder | $504 | $4,995-89.9% | $6,182-91.9% | $6,261-92.0% |