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 | $231,420 | $183,592+26.1% | $155,567+48.8% | $145,959+58.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.19% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.8pp |
| Employer contribution / active EE | $4,926 | $5,315-7.3% | $4,674+5.4% | $4,661+5.7% |
| Participant deferral / active EE | $7,114 | $6,464+10.0% | $5,628+26.4% | $6,689+6.4% |
| Admin fee / account holder | $1,235 | $19,318-93.6% | $15,916-92.2% | $13,398-90.8% |