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 | $79,694 | $48,011+66.0% | $63,803+24.9% | $82,637-3.6% |
| Participation rate | 93.9% | 66.6%+27.3pp | 72.7%+21.2pp | 68.1%+25.8pp |
| Annual return | 14.92% | 19.84%-4.9pp | 543.72%-528.8pp | 53.51%-38.6pp |
| Employer contribution / active EE | $7,424 | $1,904+290.0% | $2,532+193.2% | $2,552+190.9% |
| Participant deferral / active EE | $6,219 | $2,846+118.5% | $3,843+61.8% | $4,126+50.7% |
| Admin fee / account holder | $4,173 | $3,873+7.7% | $5,196-19.7% | $7,339-43.1% |