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 | $85,816 | $202,342-57.6% | $172,753-50.3% | $152,909-43.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 19.28% | 1029.88%-1010.6pp | 803.00%-783.7pp | 345.46%-326.2pp |
| Employer contribution / active EE | $3,140 | $5,857-46.4% | $5,144-39.0% | $4,764-34.1% |
| Participant deferral / active EE | $2,481 | $5,948-58.3% | $5,198-52.3% | $5,851-57.6% |
| Admin fee / account holder | $29,662 | $17,112+73.3% | $13,956+112.5% | $11,601+155.7% |