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 | $95,348 | $73,988+28.9% | $96,538-1.2% | $75,177+26.8% |
| Participation rate | 97.3% | 66.4%+30.9pp | 74.3%+23.0pp | 67.2%+30.1pp |
| Annual return | 27.01% | 26.73%+0.3pp | 35.74%-8.7pp | 160.75%-133.7pp |
| Employer contribution / active EE | $6,973 | $2,930+138.0% | $3,740+86.4% | $2,671+161.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,480 | $5,220-52.5% | $6,737-63.2% | $5,651-56.1% |