Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $205,486 | $111,535+84.2% | $105,223+95.3% | $137,256+49.7% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 91.74% | 237.85%-146.1pp | 180.65%-88.9pp | 220.34%-128.6pp |
| Employer contribution / active EE | $3,966 | $3,939+0.7% | $3,689+7.5% | $4,156-4.6% |
| Participant deferral / active EE | $13,697 | $5,500+149.1% | $5,072+170.1% | $6,407+113.8% |
| Admin fee / account holder | $610 | $9,721-93.7% | $8,859-93.1% | $12,270-95.0% |