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 | $72,878 | $55,423+31.5% | $155,602-53.2% | $74,400-2.0% |
| Participation rate | 94.1% | 61.9%+32.2pp | 78.2%+15.9pp | 67.2%+26.9pp |
| Annual return | 14.92% | 269.07%-254.2pp | 64.81%-49.9pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $8,705 | $2,266+284.2% | $4,675+86.2% | $2,624+231.7% |
| Participant deferral / active EE | $5,140 | $2,835+81.3% | $5,629-8.7% | $4,348+18.2% |
| Admin fee / account holder | $1,300 | $1,744-25.5% | $15,923-91.8% | $1,944-33.1% |