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 | $226,533 | $150,447+50.6% | $136,298+66.2% | $147,586+53.5% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 20.50% | 1049.15%-1028.7pp | 5156.27%-5135.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $3,313 | $5,256-37.0% | $4,696-29.4% | $4,876-32.1% |
| Participant deferral / active EE | $10,129 | $6,631+52.8% | $6,247+62.1% | $5,439+86.2% |
| Admin fee / account holder | $14,698 | $10,906+34.8% | $9,244+59.0% | $10,886+35.0% |