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 | $194,029 | $169,336+14.6% | $129,384+50.0% | $145,884+33.0% |
| Participation rate | 82.4% | 76.5%+5.9pp | 69.6%+12.7pp | 80.3%+2.1pp |
| Annual return | 10.21% | 14408.70%-14398.5pp | 9461.77%-9451.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $8,233 | $5,540+48.6% | $4,153+98.2% | $4,662+76.6% |
| Participant deferral / active EE | $5,101 | $4,985+2.3% | $4,166+22.5% | $6,690-23.7% |
| Admin fee / account holder | $648 | $9,912-93.5% | $7,686-91.6% | $13,392-95.2% |