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 | $126,088 | $150,446-16.2% | $136,297-7.5% | $147,585-14.6% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 14.15% | 1049.14%-1035.0pp | 5156.19%-5142.0pp | 578.58%-564.4pp |
| Employer contribution / active EE | $12,070 | $5,256+129.6% | $4,696+157.1% | $4,876+147.5% |
| Participant deferral / active EE | $5,847 | $6,631-11.8% | $6,247-6.4% | $5,439+7.5% |
| Admin fee / account holder | $441 | $10,906-96.0% | $9,244-95.2% | $10,886-95.9% |