Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,493 | $48,277+101.9% | $67,511+44.4% | $80,874+20.5% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.6%+28.6pp |
| Annual return | 12.47% | 18.27%-5.8pp | 3517.41%-3504.9pp | 35.62%-23.1pp |
| Employer contribution / active EE | $9,416 | $2,021+365.9% | $2,733+244.6% | $2,756+241.7% |
| Participant deferral / active EE | $9,449 | $2,926+222.9% | $4,000+136.2% | $4,297+119.9% |
| Admin fee / account holder | $5,110 | $3,687+38.6% | $3,999+27.8% | $6,935-26.3% |