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 | $43,514 | $150,446-71.1% | $136,297-68.1% | $147,585-70.5% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 26.91% | 1049.14%-1022.2pp | 5156.19%-5129.3pp | 578.58%-551.7pp |
| Employer contribution / active EE | $4,445 | $5,256-15.4% | $4,696-5.3% | $4,876-8.8% |
| Participant deferral / active EE | $9,255 | $6,631+39.6% | $6,247+48.2% | $5,439+70.2% |
| Admin fee / account holder | $530 | $10,906-95.1% | $9,244-94.3% | $10,886-95.1% |