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 | $161,373 | $88,754+81.8% | $81,820+97.2% | $145,877+10.6% |
| Participation rate | 92.3% | 75.1%+17.2pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 10.62% | 1031.77%-1021.1pp | 777.93%-767.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $13,092 | $3,085+324.3% | $2,915+349.1% | $4,663+180.8% |
| Participant deferral / active EE | $5,117 | $4,648+10.1% | $4,323+18.4% | $6,691-23.5% |
| Admin fee / account holder | $837 | $8,424-90.1% | $7,391-88.7% | $13,402-93.8% |