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 | $69,247 | $73,546-5.8% | $63,018+9.9% | $147,586-53.1% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.8%+19.6pp | 82.8%+11.6pp |
| Annual return | 13.40% | 175.56%-162.2pp | 87.62%-74.2pp | 578.59%-565.2pp |
| Employer contribution / active EE | $4,773 | $3,324+43.6% | $2,761+72.9% | $4,876-2.1% |
| Participant deferral / active EE | $7,381 | $4,185+76.4% | $3,330+121.7% | $5,439+35.7% |
| Admin fee / account holder | $537 | $5,956-91.0% | $3,601-85.1% | $10,886-95.1% |