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 | $209,995 | $183,592+14.4% | $155,574+35.0% | $145,877+44.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.86% | 61.37%-45.5pp | 64.87%-49.0pp | 551.28%-535.4pp |
| Employer contribution / active EE | $12,313 | $5,317+131.6% | $4,676+163.3% | $4,663+164.1% |
| Participant deferral / active EE | $14,115 | $6,466+118.3% | $5,629+150.7% | $6,691+111.0% |
| Admin fee / account holder | $18,114 | $19,316-6.2% | $15,914+13.8% | $13,402+35.2% |