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 | $121,988 | $57,140+113.5% | $85,240+43.1% | $80,959+50.7% |
| Participation rate | 82.9% | 56.4%+26.4pp | 67.5%+15.3pp | 67.7%+15.2pp |
| Annual return | 14.29% | 21.71%-7.4pp | 66.75%-52.5pp | 35.67%-21.4pp |
| Employer contribution / active EE | $3,384 | $1,802+87.8% | $2,735+23.7% | $2,757+22.7% |
| Participant deferral / active EE | $14,082 | $3,115+352.0% | $4,527+211.1% | $4,300+227.5% |
| Admin fee / account holder | $27,619 | $4,992+453.3% | $6,165+348.0% | $6,925+298.8% |