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 | $217,149 | $148,623+46.1% | $135,974+59.7% | $139,466+55.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.96% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $5,474 | $5,246+4.3% | $4,859+12.7% | $4,754+15.1% |
| Participant deferral / active EE | $6,191 | $8,103-23.6% | $7,760-20.2% | $6,712-7.8% |
| Admin fee / account holder | $581 | $12,406-95.3% | $10,767-94.6% | $11,409-94.9% |