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 | $44,588 | $150,447-70.4% | $136,298-67.3% | $147,586-69.8% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 75.47% | 1049.15%-973.7pp | 5156.27%-5080.8pp | 578.59%-503.1pp |
| Employer contribution / active EE | $3,232 | $5,256-38.5% | $4,696-31.2% | $4,876-33.7% |
| Participant deferral / active EE | $8,223 | $6,631+24.0% | $6,247+31.6% | $5,439+51.2% |
| Admin fee / account holder | $3,066 | $10,906-71.9% | $9,244-66.8% | $10,886-71.8% |