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 | $88,831 | $81,763+8.6% | $58,561+51.7% | $139,466-36.3% |
| Participation rate | 88.9% | 61.3%+27.6pp | 50.9%+38.0pp | 80.3%+8.6pp |
| Annual return | 19.04% | 7427.77%-7408.7pp | 4251.33%-4232.3pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,609 | $1,398+15.0% | $1,053+52.7% | $4,754-66.2% |
| Participant deferral / active EE | $9,604 | $2,555+275.9% | $1,923+399.4% | $6,712+43.1% |
| Admin fee / account holder | $421 | $3,273-87.1% | $2,520-83.3% | $11,409-96.3% |