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 | $55,775 | $171,867-67.5% | $149,721-62.7% | $147,586-62.2% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 10.10% | 2113.36%-2103.3pp | 1501.67%-1491.6pp | 578.59%-568.5pp |
| Employer contribution / active EE | $13,152 | $6,275+109.6% | $5,444+141.6% | $4,876+169.7% |
| Participant deferral / active EE | $7,867 | $7,270+8.2% | $6,568+19.8% | $5,439+44.6% |
| Admin fee / account holder | $20,902 | $13,799+51.5% | $11,282+85.3% | $10,886+92.0% |