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 | $113,619 | $96,731+17.5% | $123,973-8.4% | $86,983+30.6% |
| Participation rate | 94.9% | 70.0%+24.9pp | 76.7%+18.2pp | 69.5%+25.3pp |
| Annual return | 13.73% | 17.33%-3.6pp | 388.13%-374.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $6,953 | $3,297+110.9% | $4,126+68.5% | $2,584+169.0% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,312 | $8,722-85.0% | $11,799-88.9% | $7,856-83.3% |