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 | $92,386 | $150,447-38.6% | $136,298-32.2% | $147,586-37.4% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.77% | 1049.15%-1031.4pp | 5156.27%-5138.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $4,851 | $5,256-7.7% | $4,696+3.3% | $4,876-0.5% |
| Participant deferral / active EE | $11,184 | $6,631+68.7% | $6,247+79.0% | $5,439+105.6% |
| Admin fee / account holder | $893 | $10,906-91.8% | $9,244-90.3% | $10,886-91.8% |