Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $186,660 | $183,539+1.7% | $155,556+20.0% | $145,897+27.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.20% | 61.31%-52.1pp | 64.84%-55.6pp | 552.29%-543.1pp |
| Employer contribution / active EE | $12,962 | $5,315+143.9% | $4,675+177.2% | $4,663+178.0% |
| Participant deferral / active EE | $15,733 | $6,467+143.3% | $5,631+179.4% | $6,689+135.2% |
| Admin fee / account holder | $2,025 | $19,275-89.5% | $15,885-87.3% | $13,390-84.9% |