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 | $170,005 | $138,114+23.1% | $125,391+35.6% | $134,545+26.4% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | 2.40% | 750.88%-748.5pp | 572.41%-570.0pp | 418.37%-416.0pp |
| Employer contribution / active EE | $3,333 | $5,246-36.5% | $4,816-30.8% | $4,742-29.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,445 | $11,570-35.7% | $10,009-25.6% | $11,431-34.9% |