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 | $99,432 | $60,139+65.3% | $90,461+9.9% | $79,856+24.5% |
| Participation rate | 95.7% | 65.0%+30.7pp | 72.7%+23.0pp | 69.6%+26.0pp |
| Annual return | 17.69% | 71.96%-54.3pp | 1294.76%-1277.1pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,935 | $2,069+90.2% | $3,264+20.5% | $2,471+59.2% |
| Participant deferral / active EE | $4,809 | $2,939+63.6% | $3,964+21.3% | $3,741+28.6% |
| Admin fee / account holder | $4,570 | $3,978+14.9% | $5,617-18.6% | $5,306-13.9% |