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 | $212,742 | $157,276+35.3% | $141,177+50.7% | $152,885+39.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.98% | 64.33%-40.4pp | 71.40%-47.4pp | 345.39%-321.4pp |
| Employer contribution / active EE | $6,667 | $5,262+26.7% | $4,736+40.8% | $4,763+40.0% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,250 | $12,123-23.7% | $10,263-9.9% | $11,598-20.2% |