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 | $191,979 | $176,120+9.0% | $159,487+20.4% | $167,553+14.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.63% | 331.95%-319.3pp | 263.71%-251.1pp | 478.89%-466.3pp |
| Employer contribution / active EE | $8,019 | $5,299+51.3% | $4,831+66.0% | $4,840+65.7% |
| Participant deferral / active EE | $14,212 | $7,752+83.3% | $7,354+93.3% | $6,343+124.1% |
| Admin fee / account holder | $10,313 | $12,561-17.9% | $10,804-4.5% | $12,316-16.3% |