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 | $129,006 | $150,447-14.3% | $136,298-5.4% | $147,586-12.6% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 18.42% | 1049.15%-1030.7pp | 5156.27%-5137.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $3,333 | $5,256-36.6% | $4,696-29.0% | $4,876-31.6% |
| Participant deferral / active EE | $13,649 | $6,631+105.9% | $6,247+118.5% | $5,439+151.0% |
| Admin fee / account holder | $15,791 | $10,906+44.8% | $9,244+70.8% | $10,886+45.1% |