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 | $110,338 | $85,766+28.7% | $136,298-19.0% | $70,126+57.3% |
| Participation rate | 93.8% | 74.2%+19.7pp | 81.9%+11.9pp | 69.5%+24.3pp |
| Annual return | 15.48% | 31.46%-16.0pp | 5156.27%-5140.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $2,338 | $2,966-21.2% | $4,696-50.2% | $2,343-0.2% |
| Participant deferral / active EE | $6,654 | $5,051+31.7% | $6,247+6.5% | $3,332+99.7% |
| Admin fee / account holder | $2,397 | $5,421-55.8% | $9,244-74.1% | $4,645-48.4% |