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 | $139,416 | $49,976+179.0% | $66,674+109.1% | $82,637+68.7% |
| Participation rate | 93.3% | 63.1%+30.2pp | 73.7%+19.7pp | 68.1%+25.3pp |
| Annual return | 17.35% | 39.09%-21.7pp | 321.24%-303.9pp | 53.51%-36.2pp |
| Employer contribution / active EE | $4,985 | $1,988+150.7% | $2,620+90.2% | $2,552+95.3% |
| Participant deferral / active EE | $9,944 | $2,847+249.3% | $4,084+143.5% | $4,126+141.0% |
| Admin fee / account holder | $5,249 | $4,594+14.3% | $5,098+3.0% | $7,339-28.5% |