Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $92,897 | $166,268-44.1% | $165,100-43.7% | $145,897-36.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 19.52% | 100.52%-81.0pp | 70.21%-50.7pp | 552.29%-532.8pp |
| Employer contribution / active EE | $6,564 | $5,284+24.2% | $4,348+51.0% | $4,663+40.8% |
| Participant deferral / active EE | $15,162 | $6,964+117.7% | $6,035+151.2% | $6,689+126.7% |
| Admin fee / account holder | $50,169 | $16,659+201.1% | $12,696+295.2% | $13,390+274.7% |