Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $102,037 | $202,342-49.6% | $172,753-40.9% | $152,909-33.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 14.36% | 1029.88%-1015.5pp | 803.00%-788.6pp | 345.46%-331.1pp |
| Employer contribution / active EE | $2,619 | $5,857-55.3% | $5,144-49.1% | $4,764-45.0% |
| Participant deferral / active EE | $8,625 | $5,948+45.0% | $5,198+65.9% | $5,851+47.4% |
| Admin fee / account holder | $381 | $17,112-97.8% | $13,956-97.3% | $11,601-96.7% |