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 | $224,069 | $160,040+40.0% | $147,096+52.3% | $145,877+53.6% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 24.23% | 98.49%-74.3pp | 419.75%-395.5pp | 551.28%-527.1pp |
| Employer contribution / active EE | $6,010 | $5,289+13.6% | $4,936+21.8% | $4,663+28.9% |
| Participant deferral / active EE | $8,524 | $8,429+1.1% | $8,071+5.6% | $6,691+27.4% |
| Admin fee / account holder | $2,164 | $15,050-85.6% | $13,005-83.4% | $13,402-83.9% |