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 | $80,783 | $63,861+26.5% | $104,625-22.8% | $79,852+1.2% |
| Participation rate | 85.7% | 64.9%+20.8pp | 74.1%+11.6pp | 69.6%+16.1pp |
| Annual return | 10.91% | 21.30%-10.4pp | 340.60%-329.7pp | 31.72%-20.8pp |
| Employer contribution / active EE | $4,263 | $1,588+168.4% | $2,681+59.0% | $2,471+72.5% |
| Participant deferral / active EE | $4,885 | $2,693+81.4% | $3,738+30.7% | $3,740+30.6% |
| Admin fee / account holder | $1,192 | $4,185-71.5% | $6,465-81.6% | $5,306-77.5% |