Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,744 | $76,608+6.7% | $56,077+45.8% | $145,877-44.0% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 21.86% | 3009.59%-2987.7pp | 1709.28%-1687.4pp | 551.28%-529.4pp |
| Employer contribution / active EE | $2,339 | $1,382+69.3% | $1,040+124.8% | $4,663-49.8% |
| Participant deferral / active EE | $6,571 | $2,624+150.4% | $1,954+236.3% | $6,691-1.8% |
| Admin fee / account holder | $834 | $3,325-74.9% | $2,825-70.5% | $13,402-93.8% |