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 | $90,110 | $60,139+49.8% | $90,461-0.4% | $79,856+12.8% |
| Participation rate | 87.5% | 65.0%+22.5pp | 72.7%+14.8pp | 69.6%+17.9pp |
| Annual return | 14.91% | 71.96%-57.1pp | 1294.76%-1279.9pp | 31.71%-16.8pp |
| Employer contribution / active EE | $3,789 | $2,069+83.1% | $3,264+16.1% | $2,471+53.3% |
| Participant deferral / active EE | $5,583 | $2,939+90.0% | $3,964+40.8% | $3,741+49.3% |
| Admin fee / account holder | $3,199 | $3,978-19.6% | $5,617-43.0% | $5,306-39.7% |