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 | $72,159 | $65,409+10.3% | $98,452-26.7% | $85,854-16.0% |
| Participation rate | 80.6% | 65.0%+15.6pp | 73.3%+7.2pp | 69.3%+11.2pp |
| Annual return | 31.71% | 21.76%+9.9pp | 1492.96%-1461.3pp | 318.56%-286.9pp |
| Employer contribution / active EE | $5,433 | $2,168+150.7% | $2,960+83.6% | $2,565+111.8% |
| Participant deferral / active EE | $4,643 | $3,166+46.6% | $4,276+8.6% | $3,952+17.5% |
| Admin fee / account holder | $2,341 | $4,593-49.0% | $5,948-60.6% | $6,260-62.6% |