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 | $110,291 | $46,534+137.0% | $64,097+72.1% | $75,177+46.7% |
| Participation rate | 91.2% | 65.9%+25.3pp | 72.3%+18.9pp | 67.2%+24.0pp |
| Annual return | 19.98% | 26.07%-6.1pp | 33.75%-13.8pp | 160.75%-140.8pp |
| Employer contribution / active EE | $2,730 | $1,976+38.2% | $2,750-0.7% | $2,671+2.2% |
| Participant deferral / active EE | $9,151 | $2,835+222.8% | $3,881+135.8% | $4,126+121.8% |
| Admin fee / account holder | $17,725 | $2,957+499.5% | $3,070+477.4% | $5,651+213.6% |