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 | $120,986 | $55,889+116.5% | $76,119+58.9% | $80,935+49.5% |
| Participation rate | 82.9% | 62.1%+20.8pp | 69.1%+13.8pp | 67.7%+15.2pp |
| Annual return | 12.71% | 20.58%-7.9pp | 361.25%-348.5pp | 35.66%-22.9pp |
| Employer contribution / active EE | $2,449 | $1,866+31.2% | $2,693-9.1% | $2,757-11.2% |
| Participant deferral / active EE | $5,002 | $3,051+63.9% | $4,259+17.4% | $4,299+16.3% |
| Admin fee / account holder | $5,105 | $5,241-2.6% | $6,421-20.5% | $6,924-26.3% |