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 | $114,860 | $57,352+100.3% | $83,831+37.0% | $64,173+79.0% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.2pp | 69.6%+26.8pp |
| Annual return | 12.64% | 11.38%+1.3pp | 850.99%-838.3pp | 7.63%+5.0pp |
| Employer contribution / active EE | $8,602 | $2,546+237.9% | $3,631+136.9% | $2,381+261.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,364 | $4,046+7.9% | $5,479-20.3% | $4,887-10.7% |