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 | $87,427 | $57,330+52.5% | $86,656+0.9% | $75,177+16.3% |
| Participation rate | 85.7% | 63.2%+22.5pp | 71.7%+14.0pp | 67.2%+18.5pp |
| Annual return | 15.90% | 2675.40%-2659.5pp | 593.09%-577.2pp | 160.75%-144.9pp |
| Employer contribution / active EE | $3,960 | $2,316+71.0% | $3,025+30.9% | $2,671+48.3% |
| Participant deferral / active EE | $9,071 | $3,320+173.2% | $4,439+104.3% | $4,126+119.8% |
| Admin fee / account holder | $392 | $4,115-90.5% | $5,619-93.0% | $5,651-93.1% |