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 | $136,294 | $73,102+86.4% | $123,552+10.3% | $56,287+142.1% |
| Participation rate | 97.1% | 74.3%+22.8pp | 82.3%+14.8pp | 69.9%+27.2pp |
| Annual return | 2.87% | 3.01%-0.1pp | 119.20%-116.3pp | -9.96%+12.8pp |
| Employer contribution / active EE | $1,698 | $2,977-42.9% | $4,628-63.3% | $2,111-19.5% |
| Participant deferral / active EE | $8,415 | $5,423+55.2% | $6,426+31.0% | $3,350+151.2% |
| Admin fee / account holder | $6,241 | $554+1027.1% | $9,285-32.8% | $521+1098.0% |