Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $85,263 | $51,631+65.1% | $129,397-34.1% | $80,925+5.4% |
| Participation rate | 74.1% | 56.9%+17.1pp | 69.6%+4.5pp | 67.7%+6.4pp |
| Annual return | 15.81% | 20.77%-5.0pp | 9453.98%-9438.2pp | 35.65%-19.8pp |
| Employer contribution / active EE | $5,646 | $1,583+256.7% | $4,154+35.9% | $2,756+104.8% |
| Participant deferral / active EE | $12,401 | $2,670+364.5% | $4,167+197.6% | $4,299+188.5% |
| Admin fee / account holder | $2,129 | $4,309-50.6% | $7,679-72.3% | $6,940-69.3% |