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 | $70,857 | $45,152+56.9% | $73,836-4.0% | $59,633+18.8% |
| Participation rate | 81.9% | 64.0%+17.9pp | 73.4%+8.5pp | 68.7%+13.3pp |
| Annual return | 2.68% | 27.40%-24.7pp | 2268.06%-2265.4pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $2,021 | $1,901+6.3% | $2,787-27.5% | $2,203-8.3% |
| Participant deferral / active EE | $3,399 | $2,573+32.1% | $3,583-5.1% | $3,192+6.5% |
| Admin fee / account holder | $8,072 | $3,515+129.7% | $4,882+65.3% | $4,297+87.8% |