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 | $114,229 | $70,366+62.3% | $66,674+71.3% | $138,895-17.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 14.28% | 386.41%-372.1pp | 321.24%-307.0pp | 145.39%-131.1pp |
| Employer contribution / active EE | $3,971 | $2,765+43.6% | $2,620+51.6% | $4,194-5.3% |
| Participant deferral / active EE | $10,012 | $4,374+128.9% | $4,084+145.1% | $6,396+56.5% |
| Admin fee / account holder | $463 | $5,262-91.2% | $5,098-90.9% | $12,562-96.3% |