Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $142,979 | $68,681+108.2% | $86,615+65.1% | $85,847+66.6% |
| Participation rate | 97.4% | 66.4%+31.1pp | 71.6%+25.8pp | 69.3%+28.1pp |
| Annual return | 11.70% | 20.12%-8.4pp | 63.51%-51.8pp | 318.61%-306.9pp |
| Employer contribution / active EE | $4,100 | $1,880+118.0% | $2,496+64.3% | $2,565+59.8% |
| Participant deferral / active EE | $4,763 | $2,919+63.2% | $3,699+28.8% | $3,952+20.5% |
| Admin fee / account holder | $8,121 | $5,974+35.9% | $5,830+39.3% | $6,261+29.7% |