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 | $133,353 | $88,815+50.1% | $81,882+62.9% | $145,897-8.6% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 14.04% | 1033.75%-1019.7pp | 779.47%-765.4pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,888 | $3,086-6.4% | $2,916-1.0% | $4,663-38.1% |
| Participant deferral / active EE | $8,962 | $4,647+92.8% | $4,323+107.3% | $6,689+34.0% |
| Admin fee / account holder | $10,317 | $8,434+22.3% | $7,360+40.2% | $13,390-23.0% |