Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $66,797 | $96,123-30.5% | $77,361-13.7% | $198,609-66.4% |
| Participation rate | 83.3% | 81.1%+2.2pp | 75.0%+8.4pp | 82.4%+1.0pp |
| Annual return | 6.79% | 2054.81%-2048.0pp | 1011.54%-1004.7pp | 202.70%-195.9pp |
| Employer contribution / active EE | $2,085 | $3,791-45.0% | $2,990-30.3% | $5,055-58.8% |
| Participant deferral / active EE | $11,319 | $4,975+127.5% | $3,911+189.4% | $6,977+62.2% |
| Admin fee / account holder | $534 | $9,471-94.4% | $5,894-90.9% | $19,030-97.2% |