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 | $69,843 | $73,421-4.9% | $66,439+5.1% | $155,188-55.0% |
| Participation rate | 81.8% | 79.7%+2.1pp | 74.5%+7.3pp | 80.8%+1.0pp |
| Annual return | 10.12% | 1382.37%-1372.3pp | 757.66%-747.5pp | 148.84%-138.7pp |
| Employer contribution / active EE | $3,643 | $3,039+19.9% | $2,637+38.2% | $4,248-14.2% |
| Participant deferral / active EE | $1,569 | $4,680-66.5% | $3,876-59.5% | $6,531-76.0% |
| Admin fee / account holder | $2,204 | $8,856-75.1% | $6,173-64.3% | $14,480-84.8% |