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 | $246,353 | $175,231+40.6% | $149,696+64.6% | $139,466+76.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.73% | 166.77%-147.0pp | 134.46%-114.7pp | 373.66%-353.9pp |
| Employer contribution / active EE | $2,949 | $5,478-46.2% | $4,821-38.8% | $4,754-38.0% |
| Participant deferral / active EE | $10,131 | $6,521+55.3% | $5,682+78.3% | $6,712+50.9% |
| Admin fee / account holder | $2,358 | $16,155-85.4% | $13,212-82.2% | $11,409-79.3% |