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 | $86,359 | $55,889+54.5% | $76,119+13.5% | $80,935+6.7% |
| Participation rate | 77.1% | 62.1%+15.1pp | 69.1%+8.1pp | 67.7%+9.5pp |
| Annual return | 13.36% | 20.58%-7.2pp | 361.25%-347.9pp | 35.66%-22.3pp |
| Employer contribution / active EE | $3,405 | $1,866+82.5% | $2,693+26.5% | $2,757+23.5% |
| Participant deferral / active EE | $1,219 | $3,051-60.0% | $4,259-71.4% | $4,299-71.6% |
| Admin fee / account holder | $4,171 | $5,241-20.4% | $6,421-35.0% | $6,924-39.8% |