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 | $241,799 | $202,342+19.5% | $172,753+40.0% | $152,909+58.1% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 24.76% | 1029.88%-1005.1pp | 803.00%-778.2pp | 345.46%-320.7pp |
| Employer contribution / active EE | $2,198 | $5,857-62.5% | $5,144-57.3% | $4,764-53.9% |
| Participant deferral / active EE | $3,864 | $5,948-35.0% | $5,198-25.7% | $5,851-34.0% |
| Admin fee / account holder | $1,365 | $17,112-92.0% | $13,956-90.2% | $11,601-88.2% |