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 | $106,648 | $68,394+55.9% | $94,672+12.6% | $75,177+41.9% |
| Participation rate | 84.8% | 76.1%+8.8pp | 80.8%+4.0pp | 67.2%+17.6pp |
| Annual return | 28.45% | 616.92%-588.5pp | 156.89%-128.4pp | 160.75%-132.3pp |
| Employer contribution / active EE | $4,051 | $2,701+50.0% | $3,673+10.3% | $2,671+51.7% |
| Participant deferral / active EE | $9,936 | $6,536+52.0% | $7,417+33.9% | $4,126+140.8% |
| Admin fee / account holder | $8,856 | $5,326+66.3% | $7,222+22.6% | $5,651+56.7% |