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 | $235,297 | $171,867+36.9% | $149,721+57.2% | $147,586+59.4% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 16.20% | 2113.36%-2097.2pp | 1501.67%-1485.5pp | 578.59%-562.4pp |
| Employer contribution / active EE | $19,272 | $6,275+207.1% | $5,444+254.0% | $4,876+295.2% |
| Participant deferral / active EE | $9,899 | $7,270+36.2% | $6,568+50.7% | $5,439+82.0% |
| Admin fee / account holder | $1,140 | $13,799-91.7% | $11,282-89.9% | $10,886-89.5% |