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 | $201,326 | $183,516+9.7% | $155,534+29.4% | $145,884+38.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.84% | 61.43%-37.6pp | 64.92%-41.1pp | 551.85%-528.0pp |
| Employer contribution / active EE | $8,007 | $5,315+50.7% | $4,675+71.3% | $4,662+71.7% |
| Participant deferral / active EE | $7,103 | $6,467+9.8% | $5,630+26.2% | $6,690+6.2% |
| Admin fee / account holder | $463 | $19,293-97.6% | $15,900-97.1% | $13,392-96.5% |