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 | $190,550 | $106,923+78.2% | $84,023+126.8% | $152,909+24.6% |
| Participation rate | 75.0% | 75.3%-0.3pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 20.29% | 105.02%-84.7pp | 71.32%-51.0pp | 345.46%-325.2pp |
| Employer contribution / active EE | $11,492 | $2,735+320.1% | $1,984+479.2% | $4,764+141.2% |
| Participant deferral / active EE | $4,750 | $4,013+18.4% | $3,239+46.6% | $5,851-18.8% |
| Admin fee / account holder | $1,713 | $8,289-79.3% | $6,102-71.9% | $11,601-85.2% |