Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $234,438 | $100,938+132.3% | $90,461+159.2% | $158,982+47.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 16.88% | 1727.20%-1710.3pp | 1294.76%-1277.9pp | 302.99%-286.1pp |
| Employer contribution / active EE | $3,794 | $3,691+2.8% | $3,264+16.2% | $4,763-20.3% |
| Participant deferral / active EE | $3,701 | $4,350-14.9% | $3,964-6.6% | $5,983-38.1% |
| Admin fee / account holder | $3,147 | $6,510-51.6% | $5,617-44.0% | $11,252-72.0% |