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 | $124,243 | $88,754+40.0% | $81,820+51.8% | $145,877-14.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 14.14% | 1031.77%-1017.6pp | 777.93%-763.8pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,824 | $3,085+23.9% | $2,915+31.2% | $4,663-18.0% |
| Participant deferral / active EE | $9,604 | $4,648+106.6% | $4,323+122.2% | $6,691+43.5% |
| Admin fee / account holder | $1,059 | $8,424-87.4% | $7,391-85.7% | $13,402-92.1% |