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 | $110,511 | $49,177+124.7% | $79,467+39.1% | $64,173+72.2% |
| Participation rate | 87.5% | 65.0%+22.5pp | 73.3%+14.2pp | 69.6%+17.9pp |
| Annual return | 13.30% | -1.16%+14.5pp | 718.30%-705.0pp | 7.63%+5.7pp |
| Employer contribution / active EE | $1,046 | $2,076-49.6% | $2,800-62.6% | $2,381-56.1% |
| Participant deferral / active EE | $6,005 | $2,821+112.8% | $3,704+62.1% | $3,470+73.1% |
| Admin fee / account holder | $3,156 | $3,839-17.8% | $5,104-38.2% | $4,887-35.4% |