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 | $66,851 | $100,895-33.7% | $90,430-26.1% | $158,950-57.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 11.25% | 1725.54%-1714.3pp | 1293.73%-1282.5pp | 302.91%-291.7pp |
| Employer contribution / active EE | $4,060 | $3,689+10.1% | $3,262+24.5% | $4,762-14.7% |
| Participant deferral / active EE | $3,069 | $4,347-29.4% | $3,963-22.6% | $5,983-48.7% |
| Admin fee / account holder | $16,783 | $6,505+158.0% | $5,613+199.0% | $11,248+49.2% |