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 | $93,116 | $72,426+28.6% | $67,560+37.8% | $145,897-36.2% |
| Participation rate | 86.7% | 76.9%+9.8pp | 72.9%+13.7pp | 80.3%+6.4pp |
| Annual return | 13.15% | 7226.78%-7213.6pp | 3533.50%-3520.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,991 | $3,074-35.2% | $2,737-27.2% | $4,663-57.3% |
| Participant deferral / active EE | $7,021 | $4,785+46.7% | $4,004+75.4% | $6,689+5.0% |
| Admin fee / account holder | $3,113 | $5,514-43.5% | $3,994-22.0% | $13,390-76.7% |