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 | $81,749+8.7% | $58,544+51.7% | $139,456-36.3% |
| Participation rate | 88.9% | 61.3%+27.6pp | 50.9%+38.0pp | 80.3%+8.6pp |
| Annual return | 19.04% | 7425.45%-7406.4pp | 4249.56%-4230.5pp | 373.45%-354.4pp |
| Employer contribution / active EE | $1,609 | $1,398+15.1% | $1,053+52.8% | $4,753-66.2% |
| Participant deferral / active EE | $9,604 | $2,555+275.9% | $1,923+399.5% | $6,711+43.1% |
| Admin fee / account holder | $421 | $3,272-87.1% | $2,520-83.3% | $11,407-96.3% |