Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $83,670 | $65,575+27.6% | $86,209-2.9% | $75,181+11.3% |
| Participation rate | 93.0% | 60.5%+32.5pp | 69.0%+24.1pp | 67.2%+25.8pp |
| Annual return | 13.91% | 46.07%-32.2pp | 1169.05%-1155.1pp | 160.69%-146.8pp |
| Employer contribution / active EE | $1,404 | $1,553-9.6% | $2,381-41.0% | $2,671-47.4% |
| Participant deferral / active EE | $6,995 | $3,023+131.3% | $3,986+75.5% | $4,126+69.5% |
| Admin fee / account holder | $2,656 | $5,470-51.4% | $6,853-61.2% | $5,650-53.0% |