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 | $243,203 | $217,432+11.9% | $185,849+30.9% | $167,536+45.2% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 16.60% | 148.42%-131.8pp | 122.10%-105.5pp | 478.82%-462.2pp |
| Employer contribution / active EE | $10,087 | $5,875+71.7% | $5,169+95.2% | $4,839+108.5% |
| Participant deferral / active EE | $9,801 | $6,357+54.2% | $5,569+76.0% | $6,342+54.5% |
| Admin fee / account holder | $44,189 | $19,818+123.0% | $16,244+172.0% | $12,315+258.8% |