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 | $192,724 | $160,070+20.4% | $147,117+31.0% | $145,897+32.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.01% | 98.69%-82.7pp | 420.54%-404.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $7,135 | $5,285+35.0% | $4,932+44.7% | $4,663+53.0% |
| Participant deferral / active EE | $9,619 | $8,419+14.2% | $8,065+19.3% | $6,689+43.8% |
| Admin fee / account holder | $7,144 | $15,035-52.5% | $12,993-45.0% | $13,390-46.6% |