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 | $115,289 | $48,078+139.8% | $78,676+46.5% | $62,881+83.3% |
| Participation rate | 91.8% | 65.2%+26.6pp | 73.6%+18.3pp | 69.3%+22.5pp |
| Annual return | 8.05% | 31.36%-23.3pp | 62.19%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $8,690 | $2,015+331.3% | $2,850+204.9% | $2,281+281.0% |
| Participant deferral / active EE | $7,542 | $2,587+191.5% | $3,517+114.5% | $3,203+135.5% |
| Admin fee / account holder | $2,331 | $3,206-27.3% | $4,510-48.3% | $4,296-45.7% |