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 | $223,625 | $217,432+2.8% | $185,849+20.3% | $167,536+33.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.34% | 148.42%-139.1pp | 122.10%-112.8pp | 478.82%-469.5pp |
| Employer contribution / active EE | $4,949 | $5,875-15.8% | $5,169-4.3% | $4,839+2.3% |
| Participant deferral / active EE | $8,548 | $6,357+34.5% | $5,569+53.5% | $6,342+34.8% |
| Admin fee / account holder | $7,986 | $19,818-59.7% | $16,244-50.8% | $12,315-35.1% |