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 | $198,172 | $168,635+17.5% | $147,617+34.2% | $125,389+58.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.12% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $6,422 | $6,252+2.7% | $5,564+15.4% | $4,866+32.0% |
| Participant deferral / active EE | $6,077 | $5,507+10.4% | $4,895+24.1% | $5,352+13.6% |
| Admin fee / account holder | $778 | $13,580-94.3% | $11,612-93.3% | $9,541-91.8% |