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 | $91,347 | $72,071+26.7% | $68,368+33.6% | $137,256-33.4% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 20.50% | 353.14%-332.6pp | 292.57%-272.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $18,674 | $2,788+569.8% | $2,649+605.0% | $4,156+349.3% |
| Participant deferral / active EE | $6,382 | $4,410+44.7% | $4,123+54.8% | $6,407-0.4% |
| Admin fee / account holder | $25,867 | $5,336+384.8% | $5,150+402.3% | $12,270+110.8% |