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 | $228,132 | $160,040+42.5% | $147,096+55.1% | $145,877+56.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $8,276 | $5,289+56.5% | $4,936+67.7% | $4,663+77.5% |
| Participant deferral / active EE | $11,122 | $8,429+32.0% | $8,071+37.8% | $6,691+66.2% |
| Admin fee / account holder | $3,426 | $15,050-77.2% | $13,005-73.7% | $13,402-74.4% |