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 | $80,734 | $29,716+171.7% | $56,077+44.0% | $80,925-0.2% |
| Participation rate | 98.5% | 41.7%+56.8pp | 52.5%+46.0pp | 67.7%+30.8pp |
| Annual return | 12.24% | 35.30%-23.1pp | 1709.28%-1697.0pp | 35.65%-23.4pp |
| Employer contribution / active EE | $2,718 | $671+305.1% | $1,040+161.3% | $2,756-1.4% |
| Participant deferral / active EE | $7,336 | $1,228+497.2% | $1,954+275.4% | $4,299+70.7% |
| Admin fee / account holder | $2,698 | $2,432+10.9% | $2,825-4.5% | $6,940-61.1% |