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 | $152,647 | $202,342-24.6% | $172,752-11.6% | $152,897-0.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 24.84% | 1029.83%-1005.0pp | 802.97%-778.1pp | 345.43%-320.6pp |
| Employer contribution / active EE | $3,333 | $5,858-43.1% | $5,144-35.2% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,305 | $17,111-92.4% | $13,955-90.6% | $11,599-88.7% |