Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $97,961 | $175,231-44.1% | $149,696-34.6% | $139,466-29.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 23.77% | 166.77%-143.0pp | 134.46%-110.7pp | 373.66%-349.9pp |
| Employer contribution / active EE | $9,702 | $5,478+77.1% | $4,821+101.2% | $4,754+104.1% |
| Participant deferral / active EE | $6,768 | $6,521+3.8% | $5,682+19.1% | $6,712+0.8% |
| Admin fee / account holder | $5,278 | $16,155-67.3% | $13,212-60.1% | $11,409-53.7% |