Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $82,722 | $81,763+1.2% | $58,561+41.3% | $139,466-40.7% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 18.75% | 7427.77%-7409.0pp | 4251.33%-4232.6pp | 373.66%-354.9pp |
| Employer contribution / active EE | $1,787 | $1,398+27.8% | $1,053+69.6% | $4,754-62.4% |
| Participant deferral / active EE | $9,630 | $2,555+277.0% | $1,923+400.8% | $6,712+43.5% |
| Admin fee / account holder | $1,180 | $3,273-63.9% | $2,520-53.2% | $11,409-89.7% |