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 | $203,878 | $162,136+25.7% | $152,301+33.9% | $154,746+31.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.03% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3,450 | $4,890-29.4% | $4,624-25.4% | $4,379-21.2% |
| Participant deferral / active EE | $11,875 | $8,341+42.4% | $8,004+48.4% | $6,730+76.4% |
| Admin fee / account holder | $189,302 | $15,759+1101.2% | $14,398+1214.8% | $14,365+1217.8% |