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 | $175,536 | $202,342-13.2% | $172,752+1.6% | $152,897+14.8% |
| Participation rate | 79.2% | 87.1%-7.9pp | 82.6%-3.5pp | 82.5%-3.3pp |
| Annual return | 18.89% | 1029.83%-1010.9pp | 802.97%-784.1pp | 345.43%-326.5pp |
| Employer contribution / active EE | $34,373 | $5,858+486.8% | $5,144+568.2% | $4,764+621.6% |
| Participant deferral / active EE | $8,570 | $5,948+44.1% | $5,198+64.9% | $5,851+46.5% |
| Admin fee / account holder | $29,301 | $17,111+71.2% | $13,955+110.0% | $11,599+152.6% |