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 | $76,916 | $56,197+36.9% | $67,652+13.7% | $59,633+29.0% |
| Participation rate | 84.2% | 71.5%+12.7pp | 75.7%+8.5pp | 68.7%+15.5pp |
| Annual return | 30.42% | 18508.10%-18477.7pp | 6625.40%-6595.0pp | 2041.45%-2011.0pp |
| Employer contribution / active EE | $829 | $1,615-48.7% | $2,266-63.4% | $2,203-62.4% |
| Participant deferral / active EE | $6,786 | $2,844+138.6% | $3,560+90.6% | $3,192+112.6% |
| Admin fee / account holder | $8,138 | $3,958+105.6% | $4,821+68.8% | $4,297+89.4% |