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 | $202,784 | $96,388+110.4% | $80,627+151.5% | $139,466+45.4% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 27.23% | 1352.08%-1324.8pp | 936.76%-909.5pp | 373.66%-346.4pp |
| Employer contribution / active EE | $989 | $3,260-69.7% | $2,723-63.7% | $4,754-79.2% |
| Participant deferral / active EE | $5,280 | $5,224+1.1% | $4,443+18.8% | $6,712-21.3% |
| Admin fee / account holder | $1,869 | $6,603-71.7% | $5,381-65.3% | $11,409-83.6% |