Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $207,872 | $183,539+13.3% | $155,556+33.6% | $145,897+42.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.94% | 61.31%-43.4pp | 64.84%-46.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $7,232 | $5,315+36.1% | $4,675+54.7% | $4,663+55.1% |
| Participant deferral / active EE | $15,550 | $6,467+140.5% | $5,631+176.2% | $6,689+132.5% |
| Admin fee / account holder | $2,965 | $19,275-84.6% | $15,885-81.3% | $13,390-77.9% |