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 | $57,373 | $106,005-45.9% | $92,239-37.8% | $147,585-61.1% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 14.75% | 50.05%-35.3pp | 176.29%-161.5pp | 578.58%-563.8pp |
| Employer contribution / active EE | $1,995 | $4,333-54.0% | $3,680-45.8% | $4,876-59.1% |
| Participant deferral / active EE | $4,164 | $4,478-7.0% | $3,897+6.8% | $5,439-23.4% |
| Admin fee / account holder | $774 | $6,333-87.8% | $5,194-85.1% | $10,886-92.9% |