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 | $66,011 | $100,938-34.6% | $90,461-27.0% | $158,982-58.5% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.7%+22.0pp | 82.0%+12.8pp |
| Annual return | 12.98% | 1727.20%-1714.2pp | 1294.76%-1281.8pp | 302.99%-290.0pp |
| Employer contribution / active EE | $2,012 | $3,691-45.5% | $3,264-38.4% | $4,763-57.8% |
| Participant deferral / active EE | $2,137 | $4,350-50.9% | $3,964-46.1% | $5,983-64.3% |
| Admin fee / account holder | $1,094 | $6,510-83.2% | $5,617-80.5% | $11,252-90.3% |