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 | $86,885 | $53,128+63.5% | $86,582+0.4% | $70,126+23.9% |
| Participation rate | 86.1% | 65.3%+20.8pp | 73.5%+12.6pp | 69.5%+16.6pp |
| Annual return | 15.82% | 27.66%-11.8pp | 965.08%-949.3pp | 73.15%-57.3pp |
| Employer contribution / active EE | $3,967 | $2,068+91.8% | $2,839+39.7% | $2,343+69.3% |
| Participant deferral / active EE | $7,068 | $2,695+162.2% | $3,609+95.9% | $3,332+112.1% |
| Admin fee / account holder | $37,960 | $3,584+959.2% | $4,904+674.0% | $4,645+717.1% |