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 | $75,388 | $150,447-49.9% | $136,298-44.7% | $147,586-48.9% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 19.17% | 1049.15%-1030.0pp | 5156.27%-5137.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $3,206 | $5,256-39.0% | $4,696-31.7% | $4,876-34.3% |
| Participant deferral / active EE | $6,792 | $6,631+2.4% | $6,247+8.7% | $5,439+24.9% |
| Admin fee / account holder | $8,304 | $10,906-23.9% | $9,244-10.2% | $10,886-23.7% |