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 | $73,824 | $169,361-56.4% | $129,397-42.9% | $145,877-49.4% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 10.52% | 14395.54%-14385.0pp | 9453.98%-9443.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $3,375 | $5,542-39.1% | $4,154-18.8% | $4,663-27.6% |
| Participant deferral / active EE | $2,640 | $4,987-47.1% | $4,167-36.7% | $6,691-60.5% |
| Admin fee / account holder | $2,352 | $9,903-76.2% | $7,679-69.4% | $13,402-82.4% |