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 | $84,051 | $60,139+39.8% | $90,461-7.1% | $79,856+5.3% |
| Participation rate | 92.6% | 65.0%+27.6pp | 72.7%+19.9pp | 69.6%+23.0pp |
| Annual return | 17.93% | 71.96%-54.0pp | 1294.76%-1276.8pp | 31.71%-13.8pp |
| Employer contribution / active EE | $4,460 | $2,069+115.6% | $3,264+36.6% | $2,471+80.5% |
| Participant deferral / active EE | $3,834 | $2,939+30.5% | $3,964-3.3% | $3,741+2.5% |
| Admin fee / account holder | $6,973 | $3,978+75.3% | $5,617+24.1% | $5,306+31.4% |