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 | $75,031 | $72,465+3.5% | $67,575+11.0% | $145,884-48.6% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 16.69% | 7222.56%-7205.9pp | 3528.98%-3512.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $2,622 | $3,074-14.7% | $2,736-4.2% | $4,662-43.8% |
| Participant deferral / active EE | $2,448 | $4,786-48.8% | $4,003-38.8% | $6,690-63.4% |
| Admin fee / account holder | $1,452 | $5,515-73.7% | $3,993-63.6% | $13,392-89.2% |