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 | $108,735 | $79,223+37.3% | $102,460+6.1% | $74,478+46.0% |
| Participation rate | 84.8% | 74.8%+10.0pp | 76.5%+8.3pp | 67.2%+17.5pp |
| Annual return | 48.02% | 54.98%-7.0pp | 29.47%+18.5pp | 1370.56%-1322.5pp |
| Employer contribution / active EE | $5,289 | $2,363+123.8% | $3,025+74.8% | $2,626+101.4% |
| Participant deferral / active EE | $15,562 | $4,417+252.3% | $5,056+207.8% | $4,350+257.7% |
| Admin fee / account holder | $10,663 | $2,003+432.3% | $9,460+12.7% | $1,946+448.0% |