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 | $51,954 | $209,874-75.2% | $189,537-72.6% | $167,536-69.0% |
| Participation rate | 78.3% | 88.7%-10.4pp | 87.8%-9.5pp | 82.1%-3.9pp |
| Annual return | 18.15% | 748.61%-730.5pp | 555.34%-537.2pp | 478.82%-460.7pp |
| Employer contribution / active EE | $2,662 | $6,913-61.5% | $6,161-56.8% | $4,839-45.0% |
| Participant deferral / active EE | $4,384 | $8,934-50.9% | $8,220-46.7% | $6,342-30.9% |
| Admin fee / account holder | $478 | $14,299-96.7% | $12,048-96.0% | $12,315-96.1% |