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 | $153,030 | $202,342-24.4% | $172,753-11.4% | $152,909+0.1% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 17.34% | 1029.88%-1012.5pp | 803.00%-785.7pp | 345.46%-328.1pp |
| Employer contribution / active EE | $11,509 | $5,857+96.5% | $5,144+123.7% | $4,764+141.6% |
| Participant deferral / active EE | $6,723 | $5,948+13.0% | $5,198+29.3% | $5,851+14.9% |
| Admin fee / account holder | $4,077 | $17,112-76.2% | $13,956-70.8% | $11,601-64.9% |