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 | $233,666 | $171,867+36.0% | $149,721+56.1% | $147,586+58.3% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 13.78% | 2113.36%-2099.6pp | 1501.67%-1487.9pp | 578.59%-564.8pp |
| Employer contribution / active EE | $10,016 | $6,275+59.6% | $5,444+84.0% | $4,876+105.4% |
| Participant deferral / active EE | $13,352 | $7,270+83.7% | $6,568+103.3% | $5,439+145.5% |
| Admin fee / account holder | $753 | $13,799-94.5% | $11,282-93.3% | $10,886-93.1% |