Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $235,922 | $160,070+47.4% | $147,117+60.4% | $145,897+61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.96% | 98.69%-85.7pp | 420.54%-407.6pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,646 | $5,285-49.9% | $4,932-46.4% | $4,663-43.3% |
| Participant deferral / active EE | $10,509 | $8,419+24.8% | $8,065+30.3% | $6,689+57.1% |
| Admin fee / account holder | $14,441 | $15,035-4.0% | $12,993+11.1% | $13,390+7.8% |