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 | $201,596 | $209,874-3.9% | $189,537+6.4% | $167,536+20.3% |
| Participation rate | 85.7% | 88.7%-2.9pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 19.70% | 748.61%-728.9pp | 555.34%-535.6pp | 478.82%-459.1pp |
| Employer contribution / active EE | $4,368 | $6,913-36.8% | $6,161-29.1% | $4,839-9.7% |
| Participant deferral / active EE | $10,543 | $8,934+18.0% | $8,220+28.3% | $6,342+66.2% |
| Admin fee / account holder | $552 | $14,299-96.1% | $12,048-95.4% | $12,315-95.5% |