Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $63,113 | $108,922-42.1% | $100,398-37.1% | $145,978-56.8% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 410.08% | 58.04%+352.0pp | 49.32%+360.8pp | 550.52%-140.4pp |
| Employer contribution / active EE | $5,742 | $4,426+29.7% | $3,946+45.5% | $4,662+23.2% |
| Participant deferral / active EE | $8,973 | $8,450+6.2% | $8,084+11.0% | $6,690+34.1% |
| Admin fee / account holder | $3,915 | $9,680-59.6% | $7,893-50.4% | $13,400-70.8% |