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 | $85,689 | $48,337+77.3% | $67,560+26.8% | $80,959+5.8% |
| Participation rate | 96.6% | 66.4%+30.1pp | 72.9%+23.6pp | 67.7%+28.9pp |
| Annual return | 15.07% | 18.26%-3.2pp | 3533.50%-3518.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $5,390 | $2,023+166.5% | $2,737+97.0% | $2,757+95.5% |
| Participant deferral / active EE | $5,276 | $2,928+80.2% | $4,004+31.8% | $4,300+22.7% |
| Admin fee / account holder | $2,640 | $3,695-28.6% | $3,994-33.9% | $6,925-61.9% |