Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $89,568 | $202,345-55.7% | $172,755-48.2% | $152,885-41.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 38.87% | 1029.77%-990.9pp | 802.94%-764.1pp | 345.39%-306.5pp |
| Employer contribution / active EE | $4,953 | $5,858-15.4% | $5,144-3.7% | $4,763+4.0% |
| Participant deferral / active EE | $6,742 | $5,948+13.3% | $5,198+29.7% | $5,851+15.2% |
| Admin fee / account holder | $22,232 | $17,111+29.9% | $13,955+59.3% | $11,598+91.7% |