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 | $219,212 | $171,867+27.5% | $149,716+46.4% | $147,585+48.5% |
| Participation rate | 78.9% | 88.2%-9.2pp | 87.1%-8.1pp | 82.8%-3.9pp |
| Annual return | 18.02% | 2113.36%-2095.3pp | 1501.67%-1483.6pp | 578.58%-560.6pp |
| Employer contribution / active EE | $3,707 | $6,275-40.9% | $5,444-31.9% | $4,876-24.0% |
| Participant deferral / active EE | $10,304 | $7,270+41.7% | $6,568+56.9% | $5,439+89.5% |
| Admin fee / account holder | $8,508 | $13,799-38.3% | $11,282-24.6% | $10,886-21.8% |