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 | $194,834 | $166,268+17.2% | $165,100+18.0% | $145,897+33.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.36% | 100.52%-87.2pp | 70.21%-56.9pp | 552.29%-538.9pp |
| Employer contribution / active EE | $5,581 | $5,284+5.6% | $4,348+28.4% | $4,663+19.7% |
| Participant deferral / active EE | $5,743 | $6,964-17.5% | $6,035-4.8% | $6,689-14.1% |
| Admin fee / account holder | $13,847 | $16,659-16.9% | $12,696+9.1% | $13,390+3.4% |