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 | $52,431 | $99,011-47.0% | $86,582-39.4% | $147,586-64.5% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 14.53% | 1312.75%-1298.2pp | 965.08%-950.6pp | 578.59%-564.1pp |
| Employer contribution / active EE | $3,020 | $3,132-3.6% | $2,839+6.3% | $4,876-38.1% |
| Participant deferral / active EE | $2,680 | $3,972-32.5% | $3,609-25.7% | $5,439-50.7% |
| Admin fee / account holder | $2,438 | $5,709-57.3% | $4,904-50.3% | $10,886-77.6% |