Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $120,650 | $77,638+55.4% | $156,551-22.9% | $62,881+91.9% |
| Participation rate | 98.3% | 71.2%+27.1pp | 84.0%+14.3pp | 69.3%+29.0pp |
| Annual return | 4.67% | 50.33%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $11,098 | $3,444+222.3% | $5,501+101.7% | $2,281+386.6% |
| Participant deferral / active EE | $5,409 | $3,046+77.6% | $4,871+11.0% | $3,203+68.9% |
| Admin fee / account holder | $4,669 | $5,561-16.0% | $13,028-64.2% | $4,296+8.7% |