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 | $67,630 | $150,442-55.0% | $136,295-50.4% | $147,585-54.2% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 20.68% | 1049.09%-1028.4pp | 5155.97%-5135.3pp | 578.56%-557.9pp |
| Employer contribution / active EE | $4,646 | $5,256-11.6% | $4,695-1.0% | $4,876-4.7% |
| Participant deferral / active EE | $2,462 | $6,630-62.9% | $6,247-60.6% | $5,439-54.7% |
| Admin fee / account holder | $1,414 | $10,905-87.0% | $9,243-84.7% | $10,885-87.0% |