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 | $226,601 | $165,399+37.0% | $149,745+51.3% | $158,982+42.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.60% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.4pp |
| Employer contribution / active EE | $24,489 | $5,105+379.7% | $4,646+427.1% | $4,763+414.2% |
| Participant deferral / active EE | $23,080 | $7,183+221.3% | $6,843+237.3% | $5,983+285.7% |
| Admin fee / account holder | $8,444 | $10,811-21.9% | $9,312-9.3% | $11,252-25.0% |