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 | $91,569 | $98,766-7.3% | $149,730-38.8% | $79,852+14.7% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.3pp |
| Annual return | 52.92% | 27.43%+25.5pp | 276.70%-223.8pp | 31.72%+21.2pp |
| Employer contribution / active EE | $4,272 | $3,217+32.8% | $4,645-8.0% | $2,471+72.9% |
| Participant deferral / active EE | $9,445 | $5,681+66.3% | $6,843+38.0% | $3,740+152.5% |
| Admin fee / account holder | $5,364 | $6,052-11.4% | $9,310-42.4% | $5,306+1.1% |