Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $114,163 | $54,370+110.0% | $82,763+37.9% | $68,490+66.7% |
| Participation rate | 82.2% | 63.9%+18.3pp | 72.6%+9.7pp | 67.9%+14.3pp |
| Annual return | 46.10% | -13.67%+59.8pp | 702.45%-656.3pp | -7.85%+54.0pp |
| Employer contribution / active EE | $1,815 | $2,219-18.2% | $3,008-39.7% | $2,597-30.1% |
| Participant deferral / active EE | $4,075 | $3,247+25.5% | $4,395-7.3% | $4,028+1.2% |
| Admin fee / account holder | $3,949 | $4,398-10.2% | $5,325-25.9% | $5,403-26.9% |