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 | $99,096 | $60,442+64.0% | $96,754+2.4% | $87,485+13.3% |
| Participation rate | 80.6% | 58.7%+21.8pp | 70.3%+10.3pp | 68.9%+11.6pp |
| Annual return | 34.54% | 21.97%+12.6pp | 82.04%-47.5pp | 26.06%+8.5pp |
| Employer contribution / active EE | $3,948 | $1,691+133.5% | $2,679+47.3% | $2,596+52.0% |
| Participant deferral / active EE | $12,164 | $3,280+270.8% | $4,758+155.7% | $4,274+184.6% |
| Admin fee / account holder | $8,543 | $5,069+68.5% | $8,905-4.1% | $7,775+9.9% |