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 | $239,024 | $202,342+18.1% | $172,753+38.4% | $152,909+56.3% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 21.97% | 1029.88%-1007.9pp | 803.00%-781.0pp | 345.46%-323.5pp |
| Employer contribution / active EE | $2,456 | $5,857-58.1% | $5,144-52.3% | $4,764-48.4% |
| Participant deferral / active EE | $7,744 | $5,948+30.2% | $5,198+49.0% | $5,851+32.3% |
| Admin fee / account holder | $8,688 | $17,112-49.2% | $13,956-37.7% | $11,601-25.1% |