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 | $54,948 | $124,187-55.8% | $108,410-49.3% | $167,518-67.2% |
| Participation rate | 95.7% | 82.3%+13.4pp | 80.1%+15.5pp | 82.1%+13.5pp |
| Annual return | 66.07% | 1379.80%-1313.7pp | 905.34%-839.3pp | 478.71%-412.6pp |
| Employer contribution / active EE | $3,825 | $4,187-8.6% | $3,558+7.5% | $4,838-21.0% |
| Participant deferral / active EE | $7,699 | $6,908+11.5% | $6,562+17.3% | $6,342+21.4% |
| Admin fee / account holder | $813 | $9,456-91.4% | $7,296-88.9% | $12,312-93.4% |