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 | $84,727 | $72,446+17.0% | $67,561+25.4% | $145,877-41.9% |
| Participation rate | 81.8% | 76.9%+5.0pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 9.97% | 7211.98%-7202.0pp | 3525.44%-3515.5pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,169 | $3,072-61.9% | $2,735-57.3% | $4,663-74.9% |
| Participant deferral / active EE | $3,090 | $4,785-35.4% | $4,003-22.8% | $6,691-53.8% |
| Admin fee / account holder | $7,675 | $5,541+38.5% | $4,006+91.6% | $13,402-42.7% |