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 | $129,095 | $58,311+121.4% | $81,882+57.7% | $80,959+59.5% |
| Participation rate | 77.8% | 63.5%+14.3pp | 72.4%+5.4pp | 67.7%+10.1pp |
| Annual return | 14.94% | 41.85%-26.9pp | 779.47%-764.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $5,871 | $2,347+150.2% | $2,916+101.3% | $2,757+112.9% |
| Participant deferral / active EE | $3,328 | $3,287+1.2% | $4,323-23.0% | $4,300-22.6% |
| Admin fee / account holder | $2,924 | $4,752-38.5% | $7,360-60.3% | $6,925-57.8% |