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 | $105,456 | $70,430+49.7% | $96,572+9.2% | $85,851+22.8% |
| Participation rate | 82.5% | 61.8%+20.7pp | 69.8%+12.7pp | 69.3%+13.2pp |
| Annual return | 12.30% | 18.58%-6.3pp | 37.79%-25.5pp | 318.63%-306.3pp |
| Employer contribution / active EE | $744 | $1,413-47.4% | $2,357-68.4% | $2,565-71.0% |
| Participant deferral / active EE | $6,539 | $2,894+125.9% | $3,850+69.9% | $3,952+65.4% |
| Admin fee / account holder | $20,091 | $4,996+302.1% | $6,183+224.9% | $6,261+220.9% |