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 | $223,928 | $148,623+50.7% | $135,974+64.7% | $139,466+60.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 66.72% | 79.30%-12.6pp | 68.30%-1.6pp | 373.66%-306.9pp |
| Employer contribution / active EE | $9,769 | $5,246+86.2% | $4,859+101.1% | $4,754+105.5% |
| Participant deferral / active EE | $7,296 | $8,103-10.0% | $7,760-6.0% | $6,712+8.7% |
| Admin fee / account holder | $30,740 | $12,406+147.8% | $10,767+185.5% | $11,409+169.4% |