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 | $93,406 | $49,976+86.9% | $66,674+40.1% | $82,637+13.0% |
| Participation rate | 79.7% | 63.1%+16.6pp | 73.7%+6.0pp | 68.1%+11.6pp |
| Annual return | 19.98% | 39.09%-19.1pp | 321.24%-301.3pp | 53.51%-33.5pp |
| Employer contribution / active EE | $4,077 | $1,988+105.0% | $2,620+55.6% | $2,552+59.7% |
| Participant deferral / active EE | $8,489 | $2,847+198.2% | $4,084+107.8% | $4,126+105.7% |
| Admin fee / account holder | $24,086 | $4,594+424.3% | $5,098+372.5% | $7,339+228.2% |