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 | $71,093 | $88,754-19.9% | $81,820-13.1% | $145,877-51.3% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 12.94% | 1031.77%-1018.8pp | 777.93%-765.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $3,665 | $3,085+18.8% | $2,915+25.7% | $4,663-21.4% |
| Participant deferral / active EE | $8,497 | $4,648+82.8% | $4,323+96.6% | $6,691+27.0% |
| Admin fee / account holder | $25,465 | $8,424+202.3% | $7,391+244.6% | $13,402+90.0% |