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 | $124,710 | $81,208+53.6% | $98,920+26.1% | $79,856+56.2% |
| Participation rate | 94.2% | 72.5%+21.7pp | 76.0%+18.2pp | 69.6%+24.6pp |
| Annual return | 24.77% | 60.99%-36.2pp | 196.47%-171.7pp | 31.71%-6.9pp |
| Employer contribution / active EE | $4,932 | $1,960+151.7% | $2,689+83.4% | $2,471+99.6% |
| Participant deferral / active EE | $5,567 | $3,265+70.5% | $4,245+31.1% | $3,741+48.8% |
| Admin fee / account holder | $2,775 | $6,013-53.9% | $6,643-58.2% | $5,306-47.7% |