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 | $103,498 | $47,479+118.0% | $62,929+64.5% | $82,448+25.5% |
| Participation rate | 95.2% | 66.9%+28.4pp | 73.1%+22.1pp | 68.1%+27.2pp |
| Annual return | 15.18% | 20.34%-5.2pp | 1063.93%-1048.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $4,619 | $1,885+145.0% | $2,505+84.4% | $2,551+81.1% |
| Participant deferral / active EE | $5,452 | $2,870+89.9% | $3,888+40.2% | $4,139+31.7% |
| Admin fee / account holder | $10,629 | $3,804+179.4% | $5,065+109.9% | $7,234+46.9% |