Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $103,227 | $81,208+27.1% | $98,920+4.4% | $79,856+29.3% |
| Participation rate | 94.3% | 72.5%+21.8pp | 76.0%+18.3pp | 69.6%+24.7pp |
| Annual return | 13.09% | 60.99%-47.9pp | 196.47%-183.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,642 | $1,960+34.8% | $2,689-1.8% | $2,471+6.9% |
| Participant deferral / active EE | $4,712 | $3,265+44.3% | $4,245+11.0% | $3,741+26.0% |
| Admin fee / account holder | $2,783 | $6,013-53.7% | $6,643-58.1% | $5,306-47.6% |