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 | $167,886 | $202,342-17.0% | $172,753-2.8% | $152,909+9.8% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 22.95% | 1029.88%-1006.9pp | 803.00%-780.1pp | 345.46%-322.5pp |
| Employer contribution / active EE | $10,231 | $5,857+74.7% | $5,144+98.9% | $4,764+114.8% |
| Participant deferral / active EE | $6,573 | $5,948+10.5% | $5,198+26.5% | $5,851+12.3% |
| Admin fee / account holder | $8,353 | $17,112-51.2% | $13,956-40.1% | $11,601-28.0% |