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 | $99,051 | $198,457-50.1% | $170,435-41.9% | $147,586-32.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.82% | 257.30%-229.5pp | 205.94%-178.1pp | 578.59%-550.8pp |
| Employer contribution / active EE | $1,860 | $6,183-69.9% | $5,432-65.8% | $4,876-61.9% |
| Participant deferral / active EE | $3,273 | $5,629-41.9% | $4,939-33.7% | $5,439-39.8% |
| Admin fee / account holder | $751 | $16,852-95.5% | $13,881-94.6% | $10,886-93.1% |