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 | $77,982 | $57,312+36.1% | $86,617-10.0% | $75,181+3.7% |
| Participation rate | 77.1% | 63.2%+13.9pp | 71.7%+5.4pp | 67.2%+9.9pp |
| Annual return | 13.92% | 2672.78%-2658.9pp | 591.91%-578.0pp | 160.69%-146.8pp |
| Employer contribution / active EE | $1,695 | $2,315-26.8% | $3,023-43.9% | $2,671-36.5% |
| Participant deferral / active EE | $4,189 | $3,319+26.2% | $4,437-5.6% | $4,126+1.5% |
| Admin fee / account holder | $8,527 | $4,114+107.3% | $5,613+51.9% | $5,650+50.9% |