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 | $243,709 | $202,342+20.4% | $172,753+41.1% | $152,909+59.4% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 21.98% | 1029.88%-1007.9pp | 803.00%-781.0pp | 345.46%-323.5pp |
| Employer contribution / active EE | $2,928 | $5,857-50.0% | $5,144-43.1% | $4,764-38.5% |
| Participant deferral / active EE | $5,916 | $5,948-0.5% | $5,198+13.8% | $5,851+1.1% |
| Admin fee / account holder | $11,144 | $17,112-34.9% | $13,956-20.1% | $11,601-3.9% |