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 | $67,705 | $150,447-55.0% | $136,298-50.3% | $147,586-54.1% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 19.49% | 1049.15%-1029.7pp | 5156.27%-5136.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $6,626 | $5,256+26.1% | $4,696+41.1% | $4,876+35.9% |
| Participant deferral / active EE | $8,785 | $6,631+32.5% | $6,247+40.6% | $5,439+61.5% |
| Admin fee / account holder | $4,490 | $10,906-58.8% | $9,244-51.4% | $10,886-58.8% |