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 | $68,620 | $100,041-31.4% | $149,718-54.2% | $70,131-2.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.56% | 27.43%-9.9pp | 1501.70%-1484.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,817 | $3,662+4.2% | $5,444-29.9% | $2,342+62.9% |
| Participant deferral / active EE | $7,772 | $4,983+56.0% | $6,568+18.3% | $3,332+133.3% |
| Admin fee / account holder | $1,668 | $8,286-79.9% | $11,283-85.2% | $4,645-64.1% |