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 | $63,729 | $72,396-12.0% | $67,511-5.6% | $145,959-56.3% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 11.90% | 7194.07%-7182.2pp | 3517.41%-3505.5pp | 561.95%-550.0pp |
| Employer contribution / active EE | $8,351 | $3,071+172.0% | $2,733+205.6% | $4,661+79.2% |
| Participant deferral / active EE | $7,803 | $4,781+63.2% | $4,000+95.1% | $6,689+16.7% |
| Admin fee / account holder | $26,902 | $5,538+385.7% | $3,999+572.7% | $13,398+100.8% |