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 | $68,430 | $73,518-6.9% | $63,003+8.6% | $147,585-53.6% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.8%+18.0pp | 82.8%+10.0pp |
| Annual return | 21.77% | 175.46%-153.7pp | 87.59%-65.8pp | 578.57%-556.8pp |
| Employer contribution / active EE | $1,352 | $3,322-59.3% | $2,760-51.0% | $4,876-72.3% |
| Participant deferral / active EE | $4,835 | $4,183+15.6% | $3,329+45.2% | $5,439-11.1% |
| Admin fee / account holder | $4,178 | $5,952-29.8% | $3,600+16.0% | $10,885-61.6% |