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 | $200,764 | $165,399+21.4% | $149,745+34.1% | $158,982+26.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.39% | 348.34%-327.9pp | 276.72%-256.3pp | 302.99%-282.6pp |
| Employer contribution / active EE | $4,469 | $5,105-12.5% | $4,646-3.8% | $4,763-6.2% |
| Participant deferral / active EE | $10,967 | $7,183+52.7% | $6,843+60.3% | $5,983+83.3% |
| Admin fee / account holder | $3,007 | $10,811-72.2% | $9,312-67.7% | $11,252-73.3% |