Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,225 | $138,078-87.5% | $125,363-86.3% | $134,509-87.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | 85.25% | 750.49%-665.2pp | 572.15%-486.9pp | 418.13%-332.9pp |
| Employer contribution / active EE | $2,253 | $5,245-57.1% | $4,815-53.2% | $4,741-52.5% |
| Participant deferral / active EE | $6,683 | $7,800-14.3% | $7,447-10.3% | $6,400+4.4% |
| Admin fee / account holder | $1,243 | $11,566-89.2% | $10,005-87.6% | $11,427-89.1% |