Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $105,398 | $51,638+104.1% | $68,368+54.2% | $82,448+27.8% |
| Participation rate | 97.7% | 63.6%+34.1pp | 73.8%+23.9pp | 68.1%+29.6pp |
| Annual return | 17.45% | 37.53%-20.1pp | 292.57%-275.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $7,237 | $2,047+253.6% | $2,649+173.2% | $2,551+183.7% |
| Participant deferral / active EE | $10,747 | $2,914+268.9% | $4,123+160.7% | $4,139+159.6% |
| Admin fee / account holder | $10,516 | $4,643+126.5% | $5,150+104.2% | $7,234+45.4% |