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 | $199,608 | $198,457+0.6% | $170,435+17.1% | $147,586+35.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.20% | 257.30%-244.1pp | 205.94%-192.7pp | 578.59%-565.4pp |
| Employer contribution / active EE | $18,462 | $6,183+198.6% | $5,432+239.9% | $4,876+278.6% |
| Participant deferral / active EE | $5,664 | $5,629+0.6% | $4,939+14.7% | $5,439+4.1% |
| Admin fee / account holder | $3,722 | $16,852-77.9% | $13,881-73.2% | $10,886-65.8% |