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 | $166,131+17.3% | $164,975+18.1% | $145,877+33.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.36% | 100.37%-87.0pp | 70.12%-56.8pp | 551.28%-537.9pp |
| Employer contribution / active EE | $5,581 | $5,276+5.8% | $4,343+28.5% | $4,663+19.7% |
| Participant deferral / active EE | $5,743 | $6,962-17.5% | $6,033-4.8% | $6,691-14.2% |
| Admin fee / account holder | $13,847 | $16,648-16.8% | $12,688+9.1% | $13,402+3.3% |