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 | $52,815 | $202,345-73.9% | $172,755-69.4% | $152,885-65.5% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 18.71% | 1029.77%-1011.1pp | 802.94%-784.2pp | 345.39%-326.7pp |
| Employer contribution / active EE | $7,213 | $5,858+23.1% | $5,144+40.2% | $4,763+51.4% |
| Participant deferral / active EE | $5,081 | $5,948-14.6% | $5,198-2.2% | $5,851-13.2% |
| Admin fee / account holder | $492 | $17,111-97.1% | $13,955-96.5% | $11,598-95.8% |