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 | $83,845 | $91,198-8.1% | $178,503-53.0% | $79,856+5.0% |
| Participation rate | 81.5% | 69.2%+12.3pp | 81.9%-0.4pp | 69.6%+11.8pp |
| Annual return | 14.18% | 24.20%-10.0pp | 151.12%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $10,353 | $3,257+217.9% | $5,011+106.6% | $2,471+318.9% |
| Participant deferral / active EE | $4,318 | $3,237+33.4% | $5,202-17.0% | $3,741+15.4% |
| Admin fee / account holder | $2,956 | $6,748-56.2% | $13,987-78.9% | $5,306-44.3% |