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 | $207,945 | $226,046-8.0% | $182,508+13.9% | $152,870+36.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 28.83% | 192.52%-163.7pp | 148.54%-119.7pp | 345.34%-316.5pp |
| Employer contribution / active EE | $15,303 | $4,977+207.5% | $4,075+275.6% | $4,763+221.3% |
| Participant deferral / active EE | $8,333 | $6,368+30.9% | $5,525+50.8% | $5,850+42.4% |
| Admin fee / account holder | $7,667 | $10,704-28.4% | $8,592-10.8% | $11,597-33.9% |