Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $97,731 | $68,852+41.9% | $120,524-18.9% | $80,925+20.8% |
| Participation rate | 82.1% | 61.6%+20.4pp | 71.9%+10.1pp | 67.7%+14.4pp |
| Annual return | 14.84% | 23.67%-8.8pp | 107.36%-92.5pp | 35.65%-20.8pp |
| Employer contribution / active EE | $4,569 | $2,063+121.4% | $3,469+31.7% | $2,756+65.8% |
| Participant deferral / active EE | $10,868 | $3,187+241.1% | $4,994+117.6% | $4,299+152.8% |
| Admin fee / account holder | $5,149 | $5,781-10.9% | $9,440-45.5% | $6,940-25.8% |