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 | $227,297 | $148,623+52.9% | $135,974+67.2% | $139,466+63.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.42% | 79.30%-64.9pp | 68.30%-53.9pp | 373.66%-359.2pp |
| Employer contribution / active EE | $3,145 | $5,246-40.1% | $4,859-35.3% | $4,754-33.8% |
| Participant deferral / active EE | $9,449 | $8,103+16.6% | $7,760+21.8% | $6,712+40.8% |
| Admin fee / account holder | $1,247 | $12,406-89.9% | $10,767-88.4% | $11,409-89.1% |