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 | $109,902 | $51,184+114.7% | $66,439+65.4% | $86,983+26.3% |
| Participation rate | 95.0% | 68.5%+26.5pp | 74.5%+20.5pp | 69.5%+25.5pp |
| Annual return | 10.67% | 17.07%-6.4pp | 757.66%-747.0pp | 25.83%-15.2pp |
| Employer contribution / active EE | $3,742 | $2,023+85.0% | $2,637+41.9% | $2,584+44.8% |
| Participant deferral / active EE | $5,569 | $2,927+90.2% | $3,876+43.7% | $4,194+32.8% |
| Admin fee / account holder | $12,057 | $4,154+190.2% | $6,173+95.3% | $7,856+53.5% |