Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $66,569 | $100,938-34.1% | $90,461-26.4% | $158,982-58.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 15.05% | 1727.20%-1712.2pp | 1294.76%-1279.7pp | 302.99%-287.9pp |
| Employer contribution / active EE | $2,309 | $3,691-37.5% | $3,264-29.3% | $4,763-51.5% |
| Participant deferral / active EE | $9,458 | $4,350+117.4% | $3,964+138.6% | $5,983+58.1% |
| Admin fee / account holder | $387 | $6,510-94.0% | $5,617-93.1% | $11,252-96.6% |