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 | $184,496 | $129,737+42.2% | $119,126+54.9% | $154,746+19.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.64% | 379.08%-364.4pp | 282.11%-267.5pp | 172.34%-157.7pp |
| Employer contribution / active EE | $11,643 | $4,375+166.1% | $4,034+188.6% | $4,379+165.9% |
| Participant deferral / active EE | $1,896 | $5,842-67.5% | $5,318-64.4% | $6,730-71.8% |
| Admin fee / account holder | $12,581 | $11,961+5.2% | $10,693+17.7% | $14,365-12.4% |