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 | $238,910 | $198,457+20.4% | $170,435+40.2% | $147,586+61.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.91% | 257.30%-242.4pp | 205.94%-191.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $10,667 | $6,183+72.5% | $5,432+96.4% | $4,876+118.7% |
| Participant deferral / active EE | $3,864 | $5,629-31.4% | $4,939-21.8% | $5,439-29.0% |
| Admin fee / account holder | $509 | $16,852-97.0% | $13,881-96.3% | $10,886-95.3% |