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 | $128,682 | $171,867-25.1% | $149,721-14.1% | $147,586-12.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.71% | 2113.36%-2092.7pp | 1501.67%-1481.0pp | 578.59%-557.9pp |
| Employer contribution / active EE | $2,414 | $6,275-61.5% | $5,444-55.7% | $4,876-50.5% |
| Participant deferral / active EE | $18,164 | $7,270+149.8% | $6,568+176.5% | $5,439+234.0% |
| Admin fee / account holder | $647 | $13,799-95.3% | $11,282-94.3% | $10,886-94.1% |