Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $68,371 | $101,653-32.7% | $147,080-53.5% | $74,459-8.2% |
| Participation rate | 79.4% | 75.6%+3.8pp | 82.2%-2.8pp | 67.2%+12.1pp |
| Annual return | 22.92% | 8754.98%-8732.1pp | 420.17%-397.2pp | 1369.70%-1346.8pp |
| Employer contribution / active EE | $3,602 | $3,813-5.5% | $4,933-27.0% | $2,626+37.2% |
| Participant deferral / active EE | $8,615 | $7,304+18.0% | $8,066+6.8% | $4,350+98.1% |
| Admin fee / account holder | $2,018 | $1,752+15.2% | $12,989-84.5% | $1,945+3.8% |