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 | $129,013 | $107,421+20.1% | $182,262-29.2% | $94,015+37.2% |
| Participation rate | 96.2% | 77.8%+18.4pp | 84.2%+11.9pp | 70.8%+25.3pp |
| Annual return | 12.97% | 21.32%-8.3pp | 140.60%-127.6pp | 17.84%-4.9pp |
| Employer contribution / active EE | $3,375 | $3,448-2.1% | $5,046-33.1% | $2,790+21.0% |
| Participant deferral / active EE | $9,362 | $6,558+42.8% | $8,276+13.1% | $4,249+120.3% |
| Admin fee / account holder | $39,229 | $8,692+351.3% | $16,712+134.7% | $8,951+338.3% |