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 | $127,780 | $93,345+36.9% | $119,126+7.3% | $87,485+46.1% |
| Participation rate | 74.4% | 68.7%+5.7pp | 75.8%-1.3pp | 68.9%+5.5pp |
| Annual return | 14.43% | 19.08%-4.6pp | 282.11%-267.7pp | 26.06%-11.6pp |
| Employer contribution / active EE | $5,401 | $3,172+70.3% | $4,034+33.9% | $2,596+108.0% |
| Participant deferral / active EE | $2,606 | $4,099-36.4% | $5,318-51.0% | $4,274-39.0% |
| Admin fee / account holder | $970 | $8,039-87.9% | $10,693-90.9% | $7,775-87.5% |