Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $54,839 | $124,175-55.8% | $108,405-49.4% | $167,536-67.3% |
| Participation rate | 86.7% | 82.3%+4.4pp | 80.1%+6.5pp | 82.1%+4.6pp |
| Annual return | 14.65% | 1380.13%-1365.5pp | 905.55%-890.9pp | 478.82%-464.2pp |
| Employer contribution / active EE | $3,037 | $4,188-27.5% | $3,559-14.7% | $4,839-37.2% |
| Participant deferral / active EE | $9,275 | $6,908+34.2% | $6,563+41.3% | $6,342+46.2% |
| Admin fee / account holder | $1,017 | $9,457-89.2% | $7,297-86.1% | $12,315-91.7% |