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 | $90,132 | $58,241+54.8% | $81,780+10.2% | $80,911+11.4% |
| Participation rate | 86.4% | 63.4%+22.9pp | 72.4%+14.0pp | 67.6%+18.7pp |
| Annual return | 15.37% | 41.73%-26.4pp | 776.27%-760.9pp | 35.63%-20.3pp |
| Employer contribution / active EE | $4,574 | $2,343+95.2% | $2,914+57.0% | $2,756+66.0% |
| Participant deferral / active EE | $8,946 | $3,283+172.5% | $4,321+107.0% | $4,297+108.2% |
| Admin fee / account holder | $1,935 | $4,973-61.1% | $7,384-73.8% | $6,935-72.1% |