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 | $109,795 | $85,766+28.0% | $136,298-19.4% | $70,126+56.6% |
| Participation rate | 89.5% | 74.2%+15.3pp | 81.9%+7.6pp | 69.5%+19.9pp |
| Annual return | 20.09% | 31.46%-11.4pp | 5156.27%-5136.2pp | 73.15%-53.1pp |
| Employer contribution / active EE | $4,572 | $2,966+54.2% | $4,696-2.6% | $2,343+95.2% |
| Participant deferral / active EE | $11,205 | $5,051+121.8% | $6,247+79.4% | $3,332+236.3% |
| Admin fee / account holder | $4,659 | $5,421-14.1% | $9,244-49.6% | $4,645+0.3% |