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 | $73,006 | $45,152+61.7% | $73,836-1.1% | $59,633+22.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 17.04% | 27.40%-10.4pp | 2268.06%-2251.0pp | 2041.45%-2024.4pp |
| Employer contribution / active EE | $5,036 | $1,901+164.9% | $2,787+80.7% | $2,203+128.6% |
| Participant deferral / active EE | $3,936 | $2,573+53.0% | $3,583+9.9% | $3,192+23.3% |
| Admin fee / account holder | $14,584 | $3,515+315.0% | $4,882+198.7% | $4,297+239.4% |