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 | $86,565 | $47,479+82.3% | $62,929+37.6% | $82,448+5.0% |
| Participation rate | 85.4% | 66.9%+18.5pp | 73.1%+12.3pp | 68.1%+17.3pp |
| Annual return | 17.02% | 20.34%-3.3pp | 1063.93%-1046.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,162 | $1,885+14.7% | $2,505-13.7% | $2,551-15.2% |
| Participant deferral / active EE | $2,752 | $2,870-4.1% | $3,888-29.2% | $4,139-33.5% |
| Admin fee / account holder | $10,336 | $3,804+171.7% | $5,065+104.1% | $7,234+42.9% |