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 | $45,964 | $173,397-73.5% | $135,987-66.2% | $145,877-68.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.4%+9.3pp | 80.3%+5.4pp |
| Annual return | 20.51% | 1166.18%-1145.7pp | 580.01%-559.5pp | 551.28%-530.8pp |
| Employer contribution / active EE | $6,566 | $5,281+24.3% | $4,214+55.8% | $4,663+40.8% |
| Participant deferral / active EE | $10,158 | $8,710+16.6% | $7,027+44.6% | $6,691+51.8% |
| Admin fee / account holder | $465 | $9,663-95.2% | $6,716-93.1% | $13,402-96.5% |