Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $86,628 | $209,422-58.6% | $178,503-51.5% | $158,982-45.5% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 19.38% | 188.81%-169.4pp | 151.12%-131.7pp | 302.99%-283.6pp |
| Employer contribution / active EE | $17,358 | $5,707+204.2% | $5,011+246.4% | $4,763+264.5% |
| Participant deferral / active EE | $9,927 | $5,955+66.7% | $5,202+90.8% | $5,983+65.9% |
| Admin fee / account holder | $2,977 | $17,079-82.6% | $13,987-78.7% | $11,252-73.5% |