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 | $37,763 | $150,447-74.9% | $136,298-72.3% | $147,586-74.4% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 21.06% | 1049.15%-1028.1pp | 5156.27%-5135.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $9,199 | $5,256+75.0% | $4,696+95.9% | $4,876+88.6% |
| Participant deferral / active EE | $5,340 | $6,631-19.5% | $6,247-14.5% | $5,439-1.8% |
| Admin fee / account holder | $1,311 | $10,906-88.0% | $9,244-85.8% | $10,886-88.0% |