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 | $119,832 | $171,867-30.3% | $149,721-20.0% | $147,586-18.8% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 32.68% | 2113.36%-2080.7pp | 1501.67%-1469.0pp | 578.59%-545.9pp |
| Employer contribution / active EE | $5,657 | $6,275-9.8% | $5,444+3.9% | $4,876+16.0% |
| Participant deferral / active EE | $11,652 | $7,270+60.3% | $6,568+77.4% | $5,439+114.2% |
| Admin fee / account holder | $2,203 | $13,799-84.0% | $11,282-80.5% | $10,886-79.8% |