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 | $96,707 | $169,361-42.9% | $129,397-25.3% | $145,877-33.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.02% | 14395.54%-14382.5pp | 9453.98%-9441.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $4,514 | $5,542-18.5% | $4,154+8.7% | $4,663-3.2% |
| Participant deferral / active EE | $6,453 | $4,987+29.4% | $4,167+54.8% | $6,691-3.6% |
| Admin fee / account holder | $834 | $9,903-91.6% | $7,679-89.1% | $13,402-93.8% |