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 | $62,796 | $72,396-13.3% | $67,511-7.0% | $145,959-57.0% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 11.05% | 7194.07%-7183.0pp | 3517.41%-3506.4pp | 561.95%-550.9pp |
| Employer contribution / active EE | $4,724 | $3,071+53.8% | $2,733+72.9% | $4,661+1.4% |
| Participant deferral / active EE | $1,400 | $4,781-70.7% | $4,000-65.0% | $6,689-79.1% |
| Admin fee / account holder | $464 | $5,538-91.6% | $3,999-88.4% | $13,398-96.5% |