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 | $84,784 | $150,445-43.6% | $136,297-37.8% | $147,585-42.6% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 11.70% | 1049.14%-1037.4pp | 5156.16%-5144.5pp | 578.57%-566.9pp |
| Employer contribution / active EE | $899 | $5,256-82.9% | $4,696-80.9% | $4,876-81.6% |
| Participant deferral / active EE | $4,335 | $6,631-34.6% | $6,247-30.6% | $5,439-20.3% |
| Admin fee / account holder | $6,842 | $10,906-37.3% | $9,244-26.0% | $10,885-37.1% |