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 | $56,226 | $49,199+14.3% | $121,204-53.6% | $75,173-25.2% |
| Participation rate | 85.3% | 55.4%+29.9pp | 69.5%+15.8pp | 67.2%+18.1pp |
| Annual return | 14.80% | 56.04%-41.2pp | 987.18%-972.4pp | 160.72%-145.9pp |
| Employer contribution / active EE | $2,304 | $1,547+48.9% | $4,170-44.7% | $2,671-13.7% |
| Participant deferral / active EE | $3,839 | $2,630+46.0% | $4,083-6.0% | $4,126-7.0% |
| Admin fee / account holder | $2,372 | $3,946-39.9% | $5,651-58.0% | $5,651-58.0% |