Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $106,456 | $88,702+20.0% | $81,780+30.2% | $145,978-27.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 21.95% | 1029.12%-1007.2pp | 776.27%-754.3pp | 550.52%-528.6pp |
| Employer contribution / active EE | $571 | $3,084-81.5% | $2,914-80.4% | $4,662-87.7% |
| Participant deferral / active EE | $1,197 | $4,645-74.2% | $4,321-72.3% | $6,690-82.1% |
| Admin fee / account holder | $1,848 | $8,414-78.0% | $7,384-75.0% | $13,400-86.2% |