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 | $57,883 | $198,457-70.8% | $170,435-66.0% | $147,586-60.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 139.19% | 257.30%-118.1pp | 205.94%-66.7pp | 578.59%-439.4pp |
| Employer contribution / active EE | $2,270 | $6,183-63.3% | $5,432-58.2% | $4,876-53.4% |
| Participant deferral / active EE | $8,920 | $5,629+58.5% | $4,939+80.6% | $5,439+64.0% |
| Admin fee / account holder | $771 | $16,852-95.4% | $13,881-94.4% | $10,886-92.9% |