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 | $120,357 | $90,397+33.1% | $76,002+58.4% | $145,959-17.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 15.33% | 621.97%-606.6pp | 360.07%-344.7pp | 561.95%-546.6pp |
| Employer contribution / active EE | $4,949 | $3,317+49.2% | $2,688+84.1% | $4,661+6.2% |
| Participant deferral / active EE | $16,566 | $5,163+220.8% | $4,257+289.2% | $6,689+147.7% |
| Admin fee / account holder | $25,373 | $8,369+203.2% | $6,414+295.6% | $13,398+89.4% |