Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $225,676 | $208,088+8.5% | $186,193+21.2% | $154,746+45.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 165.95% | 89.97%+76.0pp | 78.03%+87.9pp | 172.34%-6.4pp |
| Employer contribution / active EE | $5,612 | $4,340+29.3% | $3,918+43.2% | $4,379+28.1% |
| Participant deferral / active EE | $20,696 | $7,078+192.4% | $6,513+217.8% | $6,730+207.5% |
| Admin fee / account holder | $371 | $11,698-96.8% | $11,058-96.6% | $14,365-97.4% |