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 | $62,262 | $202,342-69.2% | $172,753-64.0% | $152,909-59.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 24.87% | 1029.88%-1005.0pp | 803.00%-778.1pp | 345.46%-320.6pp |
| Employer contribution / active EE | $2,852 | $5,857-51.3% | $5,144-44.6% | $4,764-40.1% |
| Participant deferral / active EE | $7,571 | $5,948+27.3% | $5,198+45.7% | $5,851+29.4% |
| Admin fee / account holder | $800 | $17,112-95.3% | $13,956-94.3% | $11,601-93.1% |