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 | $77,978 | $88,815-12.2% | $81,882-4.8% | $145,897-46.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 13.95% | 1033.75%-1019.8pp | 779.47%-765.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,452 | $3,086-20.6% | $2,916-15.9% | $4,663-47.4% |
| Participant deferral / active EE | $3,882 | $4,647-16.5% | $4,323-10.2% | $6,689-42.0% |
| Admin fee / account holder | $4,002 | $8,434-52.6% | $7,360-45.6% | $13,390-70.1% |