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 | $70,273 | $88,754-20.8% | $81,820-14.1% | $145,877-51.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 32.01% | 1031.77%-999.8pp | 777.93%-745.9pp | 551.28%-519.3pp |
| Employer contribution / active EE | $21,384 | $3,085+593.1% | $2,915+633.6% | $4,663+358.6% |
| Participant deferral / active EE | $4,865 | $4,648+4.7% | $4,323+12.5% | $6,691-27.3% |
| Admin fee / account holder | $27,104 | $8,424+221.8% | $7,391+266.7% | $13,402+102.2% |