Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $86,199 | $160,028-46.1% | $147,080-41.4% | $145,884-40.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 152.74% | 98.60%+54.1pp | 420.17%-267.4pp | 551.85%-399.1pp |
| Employer contribution / active EE | $5,830 | $5,286+10.3% | $4,933+18.2% | $4,662+25.0% |
| Participant deferral / active EE | $17,315 | $8,422+105.6% | $8,066+114.7% | $6,690+158.8% |
| Admin fee / account holder | $382 | $15,030-97.5% | $12,989-97.1% | $13,392-97.1% |