Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $86,616 | $106,524-18.7% | $152,301-43.1% | $87,485-1.0% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.4%+10.9pp | 68.9%+24.4pp |
| Annual return | 188.11% | 26.89%+161.2pp | 80.50%+107.6pp | 26.06%+162.0pp |
| Employer contribution / active EE | $5,199 | $3,371+54.2% | $4,624+12.4% | $2,596+100.3% |
| Participant deferral / active EE | $12,673 | $6,525+94.2% | $8,004+58.3% | $4,274+196.6% |
| Admin fee / account holder | $1,699 | $8,287-79.5% | $14,398-88.2% | $7,775-78.1% |