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 | $156,217 | $196,972-20.7% | $182,262-14.3% | $198,609-21.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.40% | 158.27%-134.9pp | 140.60%-117.2pp | 202.70%-179.3pp |
| Employer contribution / active EE | $9,183 | $5,364+71.2% | $5,046+82.0% | $5,055+81.7% |
| Participant deferral / active EE | $10,764 | $8,643+24.5% | $8,276+30.1% | $6,977+54.3% |
| Admin fee / account holder | $16,317 | $18,429-11.5% | $16,712-2.4% | $19,030-14.3% |