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 | $223,987 | $209,422+7.0% | $178,503+25.5% | $158,982+40.9% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 17.13% | 188.81%-171.7pp | 151.12%-134.0pp | 302.99%-285.9pp |
| Employer contribution / active EE | $11,746 | $5,707+105.8% | $5,011+134.4% | $4,763+146.6% |
| Participant deferral / active EE | $9,887 | $5,955+66.0% | $5,202+90.0% | $5,983+65.2% |
| Admin fee / account holder | $3,435 | $17,079-79.9% | $13,987-75.4% | $11,252-69.5% |