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 | $73,780 | $51,642+42.9% | $129,384-43.0% | $80,935-8.8% |
| Participation rate | 96.2% | 56.9%+39.2pp | 69.6%+26.5pp | 67.7%+28.5pp |
| Annual return | 14.90% | 20.78%-5.9pp | 9461.77%-9446.9pp | 35.66%-20.8pp |
| Employer contribution / active EE | $3,608 | $1,583+127.9% | $4,153-13.1% | $2,757+30.9% |
| Participant deferral / active EE | $8,288 | $2,670+210.5% | $4,166+99.0% | $4,299+92.8% |
| Admin fee / account holder | $3,828 | $4,312-11.2% | $7,686-50.2% | $6,924-44.7% |