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 | $192,457 | $176,120+9.3% | $159,487+20.7% | $167,553+14.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.19% | 331.95%-316.8pp | 263.71%-248.5pp | 478.89%-463.7pp |
| Employer contribution / active EE | $22,338 | $5,299+321.5% | $4,831+362.4% | $4,840+361.6% |
| Participant deferral / active EE | $4,937 | $7,752-36.3% | $7,354-32.9% | $6,343-22.2% |
| Admin fee / account holder | $22,292 | $12,561+77.5% | $10,804+106.3% | $12,316+81.0% |