Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,447 | $65,367+62.8% | $92,915+14.6% | $72,976+45.9% |
| Participation rate | 98.1% | 68.3%+29.8pp | 76.0%+22.1pp | 69.5%+28.6pp |
| Annual return | 22.21% | 42.11%-19.9pp | 109.45%-87.2pp | 81.02%-58.8pp |
| Employer contribution / active EE | $14,268 | $2,594+450.1% | $3,653+290.5% | $2,440+484.7% |
| Participant deferral / active EE | $1,852 | $3,128-40.8% | $4,238-56.3% | $3,608-48.7% |
| Admin fee / account holder | $443 | $4,251-89.6% | $5,796-92.4% | $5,124-91.3% |