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 | $81,283 | $95,406-14.8% | $185,849-56.3% | $85,847-5.3% |
| Participation rate | 77.6% | 68.8%+8.8pp | 81.7%-4.1pp | 69.3%+8.3pp |
| Annual return | 33.98% | 23.59%+10.4pp | 122.10%-88.1pp | 318.61%-284.6pp |
| Employer contribution / active EE | $6,679 | $3,314+101.5% | $5,169+29.2% | $2,565+160.3% |
| Participant deferral / active EE | $11,868 | $3,424+246.7% | $5,569+113.1% | $3,952+200.3% |
| Admin fee / account holder | $2,399 | $7,214-66.8% | $16,244-85.2% | $6,261-61.7% |