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 | $105,150 | $49,255+113.5% | $70,494+49.2% | $79,856+31.7% |
| Participation rate | 90.7% | 69.2%+21.6pp | 75.1%+15.7pp | 69.6%+21.1pp |
| Annual return | 12.94% | 30.10%-17.2pp | 109.16%-96.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $4,697 | $2,100+123.6% | $2,738+71.5% | $2,471+90.0% |
| Participant deferral / active EE | $1,141 | $2,768-58.8% | $3,711-69.3% | $3,741-69.5% |
| Admin fee / account holder | $5,077 | $2,879+76.3% | $3,848+31.9% | $5,306-4.3% |