Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $86,828 | $142,409-39.0% | $119,634-27.4% | $134,545-35.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1819.79% | -12.46%+1832.3pp | -14.98%+1834.8pp | 418.37%+1401.4pp |
| Employer contribution / active EE | $6,693 | $5,224+28.1% | $4,232+58.1% | $4,742+41.1% |
| Participant deferral / active EE | $5,041 | $6,468-22.1% | $5,601-10.0% | $6,401-21.2% |
| Admin fee / account holder | $1,328 | $13,594-90.2% | $10,329-87.1% | $11,431-88.4% |