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 | $69,689 | $65,566+6.3% | $86,235-19.2% | $75,177-7.3% |
| Participation rate | 73.0% | 60.5%+12.5pp | 69.0%+4.1pp | 67.2%+5.8pp |
| Annual return | 16.12% | 46.07%-30.0pp | 1170.03%-1153.9pp | 160.75%-144.6pp |
| Employer contribution / active EE | $2,457 | $1,553+58.2% | $2,381+3.2% | $2,671-8.0% |
| Participant deferral / active EE | $4,496 | $3,023+48.7% | $3,987+12.8% | $4,126+9.0% |
| Admin fee / account holder | $4,187 | $5,470-23.4% | $6,856-38.9% | $5,651-25.9% |