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 | $115,647 | $202,345-42.8% | $172,755-33.1% | $152,885-24.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 15.67% | 1029.77%-1014.1pp | 802.94%-787.3pp | 345.39%-329.7pp |
| Employer contribution / active EE | $3,513 | $5,858-40.0% | $5,144-31.7% | $4,763-26.2% |
| Participant deferral / active EE | $8,100 | $5,948+36.2% | $5,198+55.8% | $5,851+38.4% |
| Admin fee / account holder | $75,019 | $17,111+338.4% | $13,955+437.6% | $11,598+546.8% |