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 | $193,365 | $112,121+72.5% | $95,960+101.5% | $158,966+21.6% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 80.18% | 171.16%-91.0pp | 91.63%-11.5pp | 302.95%-222.8pp |
| Employer contribution / active EE | $6,338 | $3,199+98.1% | $2,541+149.4% | $4,762+33.1% |
| Participant deferral / active EE | $4,903 | $4,784+2.5% | $4,167+17.7% | $5,983-18.0% |
| Admin fee / account holder | $9,375 | $10,135-7.5% | $6,797+37.9% | $11,250-16.7% |