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 | $211,199 | $169,356+24.7% | $129,406+63.2% | $145,897+44.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.13% | 14418.62%-14408.5pp | 9468.18%-9458.0pp | 552.29%-542.2pp |
| Employer contribution / active EE | $4,316 | $5,542-22.1% | $4,155+3.9% | $4,663-7.4% |
| Participant deferral / active EE | $16,032 | $4,987+221.5% | $4,167+284.7% | $6,689+139.7% |
| Admin fee / account holder | $1,506 | $9,915-84.8% | $7,689-80.4% | $13,390-88.8% |