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 | $220,667 | $217,427+1.5% | $185,837+18.7% | $167,518+31.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.45% | 148.39%-127.9pp | 122.08%-101.6pp | 478.71%-458.3pp |
| Employer contribution / active EE | $5,483 | $5,874-6.7% | $5,168+6.1% | $4,838+13.3% |
| Participant deferral / active EE | $8,334 | $6,357+31.1% | $5,568+49.7% | $6,342+31.4% |
| Admin fee / account holder | $4,578 | $19,816-76.9% | $16,241-71.8% | $12,312-62.8% |