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 | $50,195 | $102,429-51.0% | $147,096-65.9% | $80,925-38.0% |
| Participation rate | 81.3% | 75.9%+5.4pp | 82.2%-0.9pp | 67.7%+13.6pp |
| Annual return | 42.21% | 135.02%-92.8pp | 419.75%-377.5pp | 35.65%+6.6pp |
| Employer contribution / active EE | $4,280 | $3,716+15.2% | $4,936-13.3% | $2,756+55.3% |
| Participant deferral / active EE | $10,013 | $6,649+50.6% | $8,071+24.1% | $4,299+132.9% |
| Admin fee / account holder | $3,184 | $7,957-60.0% | $13,005-75.5% | $6,940-54.1% |