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 | $125,327 | $80,812+55.1% | $160,784-22.1% | $82,448+52.0% |
| Participation rate | 97.6% | 66.2%+31.3pp | 77.0%+20.6pp | 68.1%+29.5pp |
| Annual return | 22.20% | 100.59%-78.4pp | 1803.92%-1781.7pp | 41.64%-19.4pp |
| Employer contribution / active EE | $5,803 | $2,174+167.0% | $3,733+55.5% | $2,551+127.5% |
| Participant deferral / active EE | $11,448 | $4,335+164.1% | $6,293+81.9% | $4,139+176.6% |
| Admin fee / account holder | $24,605 | $7,695+219.8% | $9,717+153.2% | $7,234+240.1% |