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 | $66,873 | $150,447-55.6% | $136,298-50.9% | $147,586-54.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.38% | 1049.15%-1029.8pp | 5156.27%-5136.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $7,523 | $5,256+43.1% | $4,696+60.2% | $4,876+54.3% |
| Participant deferral / active EE | $10,192 | $6,631+53.7% | $6,247+63.1% | $5,439+87.4% |
| Admin fee / account holder | $19,789 | $10,906+81.4% | $9,244+114.1% | $10,886+81.8% |