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 | $129,796 | $65,367+98.6% | $92,915+39.7% | $72,976+77.9% |
| Participation rate | 96.9% | 68.3%+28.6pp | 76.0%+20.9pp | 69.5%+27.4pp |
| Annual return | 19.01% | 42.11%-23.1pp | 109.45%-90.4pp | 81.02%-62.0pp |
| Employer contribution / active EE | $3,725 | $2,594+43.6% | $3,653+2.0% | $2,440+52.7% |
| Participant deferral / active EE | $7,858 | $3,128+151.2% | $4,238+85.4% | $3,608+117.8% |
| Admin fee / account holder | $25,910 | $4,251+509.4% | $5,796+347.1% | $5,124+405.6% |