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 | $146,097 | $111,535+31.0% | $105,223+38.8% | $137,256+6.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.40% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $4,491 | $3,939+14.0% | $3,689+21.8% | $4,156+8.1% |
| Participant deferral / active EE | $6,772 | $5,500+23.1% | $5,072+33.5% | $6,407+5.7% |
| Admin fee / account holder | $11,494 | $9,721+18.2% | $8,859+29.7% | $12,270-6.3% |