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 | $227,475 | $209,425+8.6% | $178,499+27.4% | $158,966+43.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.84% | 188.80%-179.0pp | 151.10%-141.3pp | 302.95%-293.1pp |
| Employer contribution / active EE | $6,975 | $5,707+22.2% | $5,011+39.2% | $4,762+46.5% |
| Participant deferral / active EE | $6,856 | $5,955+15.1% | $5,202+31.8% | $5,983+14.6% |
| Admin fee / account holder | $819 | $17,078-95.2% | $13,986-94.1% | $11,250-92.7% |