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 | $84,866 | $184,000-53.9% | $162,185-47.7% | $152,909-44.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.79% | 150.80%-130.0pp | 115.61%-94.8pp | 345.46%-324.7pp |
| Employer contribution / active EE | $2,382 | $6,370-62.6% | $5,613-57.6% | $4,764-50.0% |
| Participant deferral / active EE | $3,813 | $8,033-52.5% | $7,297-47.8% | $5,851-34.8% |
| Admin fee / account holder | $5,739 | $13,124-56.3% | $10,844-47.1% | $11,601-50.5% |