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 | $80,740 | $48,327+67.1% | $67,575+19.5% | $80,935-0.2% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.7%+28.6pp |
| Annual return | 11.67% | 18.31%-6.6pp | 3528.98%-3517.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $3,367 | $2,022+66.5% | $2,736+23.1% | $2,757+22.1% |
| Participant deferral / active EE | $5,672 | $2,927+93.8% | $4,003+41.7% | $4,299+31.9% |
| Admin fee / account holder | $14,199 | $3,692+284.6% | $3,993+255.6% | $6,924+105.1% |