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 | $191,214 | $160,070+19.5% | $147,117+30.0% | $145,897+31.1% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 10.79% | 98.69%-87.9pp | 420.54%-409.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $11,834 | $5,285+123.9% | $4,932+139.9% | $4,663+153.8% |
| Participant deferral / active EE | $8,350 | $8,419-0.8% | $8,065+3.5% | $6,689+24.8% |
| Admin fee / account holder | $53,368 | $15,035+254.9% | $12,993+310.8% | $13,390+298.6% |