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 | $62,586 | $69,590-10.1% | $136,867-54.3% | $94,015-33.4% |
| Participation rate | 72.6% | 66.3%+6.3pp | 74.5%-1.9pp | 70.8%+1.8pp |
| Annual return | 317.60% | 19.62%+298.0pp | 42.97%+274.6pp | 17.84%+299.8pp |
| Employer contribution / active EE | $2,618 | $2,396+9.3% | $3,547-26.2% | $2,790-6.2% |
| Participant deferral / active EE | $5,983 | $3,437+74.1% | $4,924+21.5% | $4,249+40.8% |
| Admin fee / account holder | $9,407 | $8,912+5.6% | $10,340-9.0% | $8,951+5.1% |