Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $113,464 | $104,709+8.4% | $85,705+32.4% | $167,553-32.3% |
| Participation rate | 91.7% | 76.4%+15.3pp | 69.9%+21.8pp | 82.1%+9.6pp |
| Annual return | 43.69% | 21.45%+22.2pp | 21.49%+22.2pp | 478.89%-435.2pp |
| Employer contribution / active EE | $1,482 | $3,338-55.6% | $2,619-43.4% | $4,840-69.4% |
| Participant deferral / active EE | $4,887 | $4,827+1.3% | $3,924+24.5% | $6,343-22.9% |
| Admin fee / account holder | $3,597 | $10,036-64.2% | $6,877-47.7% | $12,316-70.8% |