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 | $80,041 | $70,121+14.1% | $63,803+25.5% | $138,895-42.4% |
| Participation rate | 71.4% | 77.2%-5.8pp | 72.7%-1.3pp | 79.9%-8.5pp |
| Annual return | 10.93% | 946.48%-935.6pp | 543.72%-532.8pp | 145.39%-134.5pp |
| Employer contribution / active EE | $3,964 | $2,882+37.5% | $2,532+56.5% | $4,194-5.5% |
| Participant deferral / active EE | $6,689 | $4,535+47.5% | $3,843+74.0% | $6,396+4.6% |
| Admin fee / account holder | $31,184 | $6,738+362.8% | $5,196+500.1% | $12,562+148.2% |