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 | $74,446 | $99,031-24.8% | $86,597-14.0% | $147,585-49.6% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 17.05% | 1312.56%-1295.5pp | 964.96%-947.9pp | 578.57%-561.5pp |
| Employer contribution / active EE | $6,221 | $3,132+98.6% | $2,840+119.1% | $4,876+27.6% |
| Participant deferral / active EE | $3,948 | $3,972-0.6% | $3,609+9.4% | $5,439-27.4% |
| Admin fee / account holder | $4,751 | $5,711-16.8% | $4,906-3.2% | $10,885-56.4% |