Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $100,833 | $88,672+13.7% | $105,223-4.2% | $82,448+22.3% |
| Participation rate | 84.9% | 67.9%+17.0pp | 75.0%+9.8pp | 68.1%+16.8pp |
| Annual return | 17.51% | 30.86%-13.3pp | 180.65%-163.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $4,497 | $3,048+47.6% | $3,689+21.9% | $2,551+76.3% |
| Participant deferral / active EE | $4,718 | $4,036+16.9% | $5,072-7.0% | $4,139+14.0% |
| Admin fee / account holder | $5,907 | $7,146-17.3% | $8,859-33.3% | $7,234-18.4% |