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 | $192,594 | $183,539+4.9% | $155,556+23.8% | $145,897+32.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.09% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $7,759 | $5,315+46.0% | $4,675+66.0% | $4,663+66.4% |
| Participant deferral / active EE | $7,881 | $6,467+21.9% | $5,631+40.0% | $6,689+17.8% |
| Admin fee / account holder | $1,659 | $19,275-91.4% | $15,885-89.6% | $13,390-87.6% |