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 | $156,908 | $198,457-20.9% | $170,435-7.9% | $147,586+6.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.82% | 257.30%-238.5pp | 205.94%-187.1pp | 578.59%-559.8pp |
| Employer contribution / active EE | $7,091 | $6,183+14.7% | $5,432+30.5% | $4,876+45.4% |
| Participant deferral / active EE | $14,047 | $5,629+149.5% | $4,939+184.4% | $5,439+158.3% |
| Admin fee / account holder | $866 | $16,852-94.9% | $13,881-93.8% | $10,886-92.0% |