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 | $34,127 | $102,696-66.8% | $86,235-60.4% | $139,487-75.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 452.73% | 1925.91%-1473.2pp | 1170.03%-717.3pp | 373.84%+78.9pp |
| Employer contribution / active EE | $2,305 | $3,034-24.0% | $2,381-3.2% | $4,755-51.5% |
| Participant deferral / active EE | $5,324 | $4,679+13.8% | $3,987+33.5% | $6,713-20.7% |
| Admin fee / account holder | $9,512 | $8,667+9.8% | $6,856+38.7% | $11,407-16.6% |