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 | $69,161 | $58,275+18.7% | $81,844-15.5% | $80,935-14.5% |
| Participation rate | 97.8% | 63.5%+34.4pp | 72.4%+25.4pp | 67.7%+30.2pp |
| Annual return | 10.81% | 41.82%-31.0pp | 778.87%-768.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $3,910 | $2,346+66.7% | $2,916+34.1% | $2,757+41.8% |
| Participant deferral / active EE | $3,397 | $3,285+3.4% | $4,323-21.4% | $4,299-21.0% |
| Admin fee / account holder | $4,138 | $4,749-12.9% | $7,355-43.7% | $6,924-40.2% |