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 | $212,706 | $202,345+5.1% | $172,755+23.1% | $152,885+39.1% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 29.30% | 1029.77%-1000.5pp | 802.94%-773.6pp | 345.39%-316.1pp |
| Employer contribution / active EE | $8,406 | $5,858+43.5% | $5,144+63.4% | $4,763+76.5% |
| Participant deferral / active EE | $4,754 | $5,948-20.1% | $5,198-8.5% | $5,851-18.8% |
| Admin fee / account holder | $4,319 | $17,111-74.8% | $13,955-69.1% | $11,598-62.8% |