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 | $175,233 | $201,372-13.0% | $184,260-4.9% | $145,884+20.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.33% | 29.04%-12.7pp | 28.84%-12.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $17,906 | $7,024+154.9% | $6,427+178.6% | $4,662+284.1% |
| Participant deferral / active EE | $21,640 | $9,808+120.6% | $9,133+136.9% | $6,690+223.5% |
| Admin fee / account holder | $18,679 | $16,362+14.2% | $13,898+34.4% | $13,392+39.5% |