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 | $84,637 | $209,874-59.7% | $189,537-55.3% | $167,536-49.5% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 11.81% | 748.61%-736.8pp | 555.34%-543.5pp | 478.82%-467.0pp |
| Employer contribution / active EE | $1,519 | $6,913-78.0% | $6,161-75.3% | $4,839-68.6% |
| Participant deferral / active EE | $10,267 | $8,934+14.9% | $8,220+24.9% | $6,342+61.9% |
| Admin fee / account holder | $20,371 | $14,299+42.5% | $12,048+69.1% | $12,315+65.4% |