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 | $62,601 | $150,446-58.4% | $136,297-54.1% | $147,585-57.6% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 19.24% | 1049.14%-1029.9pp | 5156.19%-5137.0pp | 578.58%-559.3pp |
| Employer contribution / active EE | $7,209 | $5,256+37.1% | $4,696+53.5% | $4,876+47.8% |
| Participant deferral / active EE | $11,951 | $6,631+80.2% | $6,247+91.3% | $5,439+119.7% |
| Admin fee / account holder | $5,311 | $10,906-51.3% | $9,244-42.5% | $10,886-51.2% |