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 | $70,869 | $100,938-29.8% | $90,461-21.7% | $158,982-55.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.32% | 1727.20%-1714.9pp | 1294.76%-1282.4pp | 302.99%-290.7pp |
| Employer contribution / active EE | $7,595 | $3,691+105.8% | $3,264+132.7% | $4,763+59.5% |
| Participant deferral / active EE | $8,635 | $4,350+98.5% | $3,964+117.8% | $5,983+44.3% |
| Admin fee / account holder | $2,569 | $6,510-60.5% | $5,617-54.3% | $11,252-77.2% |