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 | $78,009 | $100,895-22.7% | $90,430-13.7% | $158,950-50.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.75% | 1725.54%-1711.8pp | 1293.73%-1280.0pp | 302.91%-289.2pp |
| Employer contribution / active EE | $3,837 | $3,689+4.0% | $3,262+17.6% | $4,762-19.4% |
| Participant deferral / active EE | $8,381 | $4,347+92.8% | $3,963+111.5% | $5,983+40.1% |
| Admin fee / account holder | $1,389 | $6,505-78.6% | $5,613-75.2% | $11,248-87.6% |