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 | $220,363 | $198,461+11.0% | $170,436+29.3% | $147,585+49.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.32% | 257.30%-236.0pp | 205.94%-184.6pp | 578.57%-557.2pp |
| Employer contribution / active EE | $5,637 | $6,184-8.8% | $5,433+3.8% | $4,876+15.6% |
| Participant deferral / active EE | $8,631 | $5,629+53.3% | $4,939+74.7% | $5,439+58.7% |
| Admin fee / account holder | $1,720 | $16,852-89.8% | $13,880-87.6% | $10,885-84.2% |