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 | $134,511 | $58,275+130.8% | $81,844+64.4% | $80,935+66.2% |
| Participation rate | 81.3% | 63.5%+17.8pp | 72.4%+8.9pp | 67.7%+13.6pp |
| Annual return | 14.62% | 41.82%-27.2pp | 778.87%-764.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $2,187 | $2,346-6.8% | $2,916-25.0% | $2,757-20.7% |
| Participant deferral / active EE | $5,471 | $3,285+66.5% | $4,323+26.5% | $4,299+27.2% |
| Admin fee / account holder | $7,821 | $4,749+64.7% | $7,355+6.3% | $6,924+13.0% |