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 | $76,381 | $58,258+31.1% | $81,820-6.6% | $80,925-5.6% |
| Participation rate | 78.4% | 63.5%+14.9pp | 72.4%+6.0pp | 67.7%+10.7pp |
| Annual return | 12.71% | 41.76%-29.1pp | 777.93%-765.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $3,362 | $2,345+43.3% | $2,915+15.3% | $2,756+22.0% |
| Participant deferral / active EE | $9,533 | $3,284+190.3% | $4,323+120.5% | $4,299+121.8% |
| Admin fee / account holder | $12,289 | $4,976+147.0% | $7,391+66.3% | $6,940+77.1% |