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 | $226,100 | $209,422+8.0% | $178,503+26.7% | $158,982+42.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.98% | 188.81%-168.8pp | 151.12%-131.1pp | 302.99%-283.0pp |
| Employer contribution / active EE | $11,144 | $5,707+95.3% | $5,011+122.4% | $4,763+134.0% |
| Participant deferral / active EE | $8,068 | $5,955+35.5% | $5,202+55.1% | $5,983+34.8% |
| Admin fee / account holder | $7,643 | $17,079-55.3% | $13,987-45.4% | $11,252-32.1% |