Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $128,993 | $48,337+166.9% | $67,560+90.9% | $80,959+59.3% |
| Participation rate | 97.4% | 66.4%+31.0pp | 72.9%+24.5pp | 67.7%+29.8pp |
| Annual return | 14.62% | 18.26%-3.6pp | 3533.50%-3518.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $4,561 | $2,023+125.5% | $2,737+66.7% | $2,757+65.4% |
| Participant deferral / active EE | $4,252 | $2,928+45.2% | $4,004+6.2% | $4,300-1.1% |
| Admin fee / account holder | $8,893 | $3,695+140.6% | $3,994+122.7% | $6,925+28.4% |