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 | $46,057 | $100,938-54.4% | $90,461-49.1% | $158,982-71.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 13.93% | 1727.20%-1713.3pp | 1294.76%-1280.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $2,243 | $3,691-39.2% | $3,264-31.3% | $4,763-52.9% |
| Participant deferral / active EE | $5,824 | $4,350+33.9% | $3,964+46.9% | $5,983-2.7% |
| Admin fee / account holder | $2,172 | $6,510-66.6% | $5,617-61.3% | $11,252-80.7% |