Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,600 | $72,465-49.5% | $67,575-45.8% | $145,884-74.9% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 11.38% | 7222.56%-7211.2pp | 3528.98%-3517.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $4,626 | $3,074+50.5% | $2,736+69.1% | $4,662-0.8% |
| Participant deferral / active EE | $5,585 | $4,786+16.7% | $4,003+39.5% | $6,690-16.5% |
| Admin fee / account holder | $368 | $5,515-93.3% | $3,993-90.8% | $13,392-97.3% |