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 | $192,373 | $202,345-4.9% | $172,755+11.4% | $152,885+25.8% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 15.13% | 1029.77%-1014.6pp | 802.94%-787.8pp | 345.39%-330.3pp |
| Employer contribution / active EE | $2,089 | $5,858-64.3% | $5,144-59.4% | $4,763-56.1% |
| Participant deferral / active EE | $7,754 | $5,948+30.4% | $5,198+49.2% | $5,851+32.5% |
| Admin fee / account holder | $45,119 | $17,111+163.7% | $13,955+223.3% | $11,598+289.0% |