Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $93,395 | $48,314+93.3% | $67,561+38.2% | $80,925+15.4% |
| Participation rate | 93.5% | 66.4%+27.2pp | 72.9%+20.6pp | 67.7%+25.9pp |
| Annual return | 15.30% | 18.28%-3.0pp | 3525.44%-3510.1pp | 35.65%-20.3pp |
| Employer contribution / active EE | $4,504 | $2,022+122.8% | $2,735+64.7% | $2,756+63.4% |
| Participant deferral / active EE | $7,629 | $2,927+160.7% | $4,003+90.6% | $4,299+77.5% |
| Admin fee / account holder | $5,554 | $3,690+50.5% | $4,006+38.7% | $6,940-20.0% |