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 | $241,367 | $198,457+21.6% | $170,435+41.6% | $147,586+63.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 15.55% | 257.30%-241.8pp | 205.94%-190.4pp | 578.59%-563.0pp |
| Employer contribution / active EE | $10,149 | $6,183+64.1% | $5,432+86.8% | $4,876+108.1% |
| Participant deferral / active EE | $6,389 | $5,629+13.5% | $4,939+29.3% | $5,439+17.5% |
| Admin fee / account holder | $708 | $16,852-95.8% | $13,881-94.9% | $10,886-93.5% |