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 | $229,041 | $160,070+43.1% | $147,117+55.7% | $145,897+57.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 19.73% | 98.69%-79.0pp | 420.54%-400.8pp | 552.29%-532.6pp |
| Employer contribution / active EE | $4,391 | $5,285-16.9% | $4,932-11.0% | $4,663-5.8% |
| Participant deferral / active EE | $11,357 | $8,419+34.9% | $8,065+40.8% | $6,689+69.8% |
| Admin fee / account holder | $2,789 | $15,035-81.4% | $12,993-78.5% | $13,390-79.2% |