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 | $103,839 | $60,119+72.7% | $90,430+14.8% | $79,858+30.0% |
| Participation rate | 72.1% | 65.0%+7.2pp | 72.7%-0.6pp | 69.6%+2.5pp |
| Annual return | 16.10% | 71.94%-55.8pp | 1293.73%-1277.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $2,671 | $2,068+29.2% | $3,262-18.1% | $2,471+8.1% |
| Participant deferral / active EE | $6,312 | $2,938+114.9% | $3,963+59.3% | $3,740+68.8% |
| Admin fee / account holder | $5,384 | $3,976+35.4% | $5,613-4.1% | $5,306+1.5% |