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 | $88,313 | $56,200+57.1% | $67,653+30.5% | $59,633+48.1% |
| Participation rate | 98.7% | 71.5%+27.2pp | 75.7%+23.1pp | 68.7%+30.0pp |
| Annual return | 0.46% | 18506.71%-18506.2pp | 6625.22%-6624.8pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $3,200 | $1,615+98.2% | $2,266+41.2% | $2,203+45.3% |
| Participant deferral / active EE | $5,294 | $2,843+86.2% | $3,560+48.7% | $3,192+65.9% |
| Admin fee / account holder | $661 | $3,959-83.3% | $4,821-86.3% | $4,297-84.6% |