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 | $72,622 | $53,127+36.7% | $86,587-16.1% | $70,131+3.6% |
| Participation rate | 74.7% | 65.3%+9.4pp | 73.5%+1.1pp | 69.5%+5.1pp |
| Annual return | 144.54% | 27.66%+116.9pp | 964.86%-820.3pp | 73.14%+71.4pp |
| Employer contribution / active EE | $5,863 | $2,068+183.5% | $2,839+106.5% | $2,342+150.3% |
| Participant deferral / active EE | $5,403 | $2,696+100.4% | $3,609+49.7% | $3,332+62.2% |
| Admin fee / account holder | $2,958 | $3,585-17.5% | $4,906-39.7% | $4,645-36.3% |