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 | $69,659 | $73,546-5.3% | $63,018+10.5% | $147,586-52.8% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.8%+18.1pp | 82.8%+10.0pp |
| Annual return | 31.80% | 175.56%-143.8pp | 87.62%-55.8pp | 578.59%-546.8pp |
| Employer contribution / active EE | $3,460 | $3,324+4.1% | $2,761+25.3% | $4,876-29.1% |
| Participant deferral / active EE | $6,570 | $4,185+57.0% | $3,330+97.3% | $5,439+20.8% |
| Admin fee / account holder | $4,366 | $5,956-26.7% | $3,601+21.2% | $10,886-59.9% |