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 | $92,897 | $166,020-44.0% | $164,866-43.7% | $145,959-36.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 19.52% | 100.08%-80.6pp | 69.97%-50.4pp | 561.95%-542.4pp |
| Employer contribution / active EE | $6,564 | $5,275+24.4% | $4,343+51.1% | $4,661+40.8% |
| Participant deferral / active EE | $15,162 | $6,961+117.8% | $6,033+151.3% | $6,689+126.7% |
| Admin fee / account holder | $50,169 | $16,644+201.4% | $12,689+295.4% | $13,398+274.5% |