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 | $75,383 | $88,815-15.1% | $81,882-7.9% | $145,897-48.3% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 13.36% | 1033.75%-1020.4pp | 779.47%-766.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $5,581 | $3,086+80.8% | $2,916+91.4% | $4,663+19.7% |
| Participant deferral / active EE | $8,866 | $4,647+90.8% | $4,323+105.1% | $6,689+32.5% |
| Admin fee / account holder | $18,927 | $8,434+124.4% | $7,360+157.2% | $13,390+41.3% |