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 | $101,994 | $58,828+73.4% | $78,002+30.8% | $62,881+62.2% |
| Participation rate | 77.1% | 71.1%+6.1pp | 75.5%+1.6pp | 69.3%+7.8pp |
| Annual return | 6.91% | 17.16%-10.3pp | 425.99%-419.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,210 | $1,672-27.6% | $2,470-51.0% | $2,281-46.9% |
| Participant deferral / active EE | $3,803 | $2,686+41.6% | $3,497+8.7% | $3,203+18.7% |
| Admin fee / account holder | $12,591 | $4,393+186.6% | $5,481+129.7% | $4,296+193.1% |