Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $71,317 | $50,554+41.1% | $67,681+5.4% | $87,485-18.5% |
| Participation rate | 82.8% | 67.7%+15.1pp | 73.7%+9.1pp | 68.9%+13.9pp |
| Annual return | 17.58% | 17.81%-0.2pp | 590.58%-573.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $3,539 | $1,988+78.0% | $2,678+32.1% | $2,596+36.3% |
| Participant deferral / active EE | $5,171 | $2,961+74.6% | $3,976+30.1% | $4,274+21.0% |
| Admin fee / account holder | $8,087 | $4,132+95.7% | $6,100+32.6% | $7,775+4.0% |