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 | $115,865 | $51,184+126.4% | $66,439+74.4% | $86,983+33.2% |
| Participation rate | 83.3% | 68.5%+14.8pp | 74.5%+8.8pp | 69.5%+13.8pp |
| Annual return | 13.08% | 17.07%-4.0pp | 757.66%-744.6pp | 25.83%-12.7pp |
| Employer contribution / active EE | $2,636 | $2,023+30.3% | $2,6370% | $2,584+2.0% |
| Participant deferral / active EE | $4,943 | $2,927+68.8% | $3,876+27.5% | $4,194+17.9% |
| Admin fee / account holder | $14,637 | $4,154+252.3% | $6,173+137.1% | $7,856+86.3% |