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 | $228,676 | $197,637+15.7% | $177,848+28.6% | $158,982+43.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.66% | 58.77%-50.1pp | 48.33%-39.7pp | 302.99%-294.3pp |
| Employer contribution / active EE | $6,766 | $6,698+1.0% | $5,919+14.3% | $4,763+42.1% |
| Participant deferral / active EE | $10,475 | $8,405+24.6% | $7,714+35.8% | $5,983+75.1% |
| Admin fee / account holder | $1,017 | $15,406-93.4% | $12,431-91.8% | $11,252-91.0% |