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 | $186,480 | $165,399+12.7% | $149,745+24.5% | $158,982+17.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.92% | 348.34%-334.4pp | 276.72%-262.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $9,232 | $5,105+80.9% | $4,646+98.7% | $4,763+93.8% |
| Participant deferral / active EE | $14,766 | $7,183+105.6% | $6,843+115.8% | $5,983+146.8% |
| Admin fee / account holder | $24,127 | $10,811+123.2% | $9,312+159.1% | $11,252+114.4% |