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 | $40,232 | $176,077-77.2% | $159,455-74.8% | $167,518-76.0% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 12.82% | 331.83%-319.0pp | 263.63%-250.8pp | 478.71%-465.9pp |
| Employer contribution / active EE | $9,970 | $5,298+88.2% | $4,830+106.4% | $4,838+106.1% |
| Participant deferral / active EE | $3,569 | $7,751-54.0% | $7,353-51.5% | $6,342-43.7% |
| Admin fee / account holder | $10,637 | $12,556-15.3% | $10,800-1.5% | $12,312-13.6% |