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 | $100,469 | $89,259+12.6% | $107,187-6.3% | $82,637+21.6% |
| Participation rate | 83.9% | 67.9%+15.9pp | 75.0%+8.9pp | 68.1%+15.8pp |
| Annual return | 15.73% | 21.02%-5.3pp | 204.55%-188.8pp | 53.51%-37.8pp |
| Employer contribution / active EE | $6,548 | $3,080+112.6% | $3,782+73.1% | $2,552+156.6% |
| Participant deferral / active EE | $7,603 | $4,037+88.3% | $5,096+49.2% | $4,126+84.3% |
| Admin fee / account holder | $14,085 | $7,381+90.8% | $9,162+53.7% | $7,339+91.9% |