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 | $101,022 | $78,707+28.4% | $117,861-14.3% | $70,126+44.1% |
| Participation rate | 96.9% | 73.2%+23.7pp | 79.7%+17.2pp | 69.5%+27.3pp |
| Annual return | 19.86% | 23.30%-3.4pp | 335.11%-315.3pp | 73.15%-53.3pp |
| Employer contribution / active EE | $8,938 | $2,223+302.0% | $3,786+136.1% | $2,343+281.5% |
| Participant deferral / active EE | $3,304 | $3,297+0.2% | $4,482-26.3% | $3,332-0.8% |
| Admin fee / account holder | $666 | $5,066-86.8% | $8,021-91.7% | $4,645-85.7% |