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 | $75,636 | $80,812-6.4% | $160,784-53.0% | $82,448-8.3% |
| Participation rate | 83.3% | 66.2%+17.1pp | 77.0%+6.4pp | 68.1%+15.3pp |
| Annual return | 15.26% | 100.59%-85.3pp | 1803.92%-1788.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $5,038 | $2,174+131.8% | $3,733+35.0% | $2,551+97.5% |
| Participant deferral / active EE | $9,669 | $4,335+123.0% | $6,293+53.6% | $4,139+133.6% |
| Admin fee / account holder | $15,614 | $7,695+102.9% | $9,717+60.7% | $7,234+115.8% |