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 | $13,313 | $162,529-91.8% | $130,788-89.8% | $154,746-91.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 19.86% | 510.48%-490.6pp | 386.44%-366.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,973 | $4,447-33.2% | $3,558-16.4% | $4,379-32.1% |
| Participant deferral / active EE | $6,641 | $4,808+38.1% | $4,137+60.5% | $6,730-1.3% |
| Admin fee / account holder | $4,095 | $7,669-46.6% | $6,673-38.6% | $14,365-71.5% |