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 | $120,124 | $91,559+31.2% | $133,971-10.3% | $79,852+50.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.95% | 61.85%-46.9pp | 45.09%-30.1pp | 31.72%-16.8pp |
| Employer contribution / active EE | $6,261 | $2,384+162.7% | $3,919+59.8% | $2,471+153.4% |
| Participant deferral / active EE | $5,370 | $3,734+43.8% | $5,047+6.4% | $3,740+43.6% |
| Admin fee / account holder | $2,780 | $6,321-56.0% | $8,929-68.9% | $5,306-47.6% |