Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,533 | $105,210-75.7% | $159,487-84.0% | $85,851-70.3% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.8%-10.8pp | 69.3%+2.7pp |
| Annual return | 47.55% | 45.08%+2.5pp | 263.71%-216.2pp | 318.63%-271.1pp |
| Employer contribution / active EE | $4,545 | $3,319+36.9% | $4,831-5.9% | $2,565+77.2% |
| Participant deferral / active EE | $9,132 | $5,946+53.6% | $7,354+24.2% | $3,952+131.0% |
| Admin fee / account holder | $4,921 | $6,934-29.0% | $10,804-54.5% | $6,261-21.4% |