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 | $175,833 | $109,905+60.0% | $98,506+78.5% | $167,553+4.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 36.72% | 1960.20%-1923.5pp | 1494.92%-1458.2pp | 478.89%-442.2pp |
| Employer contribution / active EE | $2,933 | $3,226-9.1% | $2,961-1.0% | $4,840-39.4% |
| Participant deferral / active EE | $6,080 | $4,674+30.1% | $4,277+42.2% | $6,343-4.1% |
| Admin fee / account holder | $10,623 | $6,760+57.1% | $5,955+78.4% | $12,316-13.7% |