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 | $235,850 | $198,457+18.8% | $170,435+38.4% | $147,586+59.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.95% | 257.30%-246.4pp | 205.94%-195.0pp | 578.59%-567.6pp |
| Employer contribution / active EE | $3,040 | $6,183-50.8% | $5,432-44.0% | $4,876-37.7% |
| Participant deferral / active EE | $6,123 | $5,629+8.8% | $4,939+24.0% | $5,439+12.6% |
| Admin fee / account holder | $5,265 | $16,852-68.8% | $13,881-62.1% | $10,886-51.6% |