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 | $191,454 | $150,447+27.3% | $136,298+40.5% | $147,586+29.7% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 14.07% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $3,098 | $5,256-41.1% | $4,696-34.0% | $4,876-36.5% |
| Participant deferral / active EE | $7,721 | $6,631+16.4% | $6,247+23.6% | $5,439+42.0% |
| Admin fee / account holder | $50,388 | $10,906+362.0% | $9,244+445.1% | $10,886+362.9% |