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 | $233,096 | $183,539+27.0% | $155,556+49.8% | $145,897+59.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 41.40% | 61.31%-19.9pp | 64.84%-23.4pp | 552.29%-510.9pp |
| Employer contribution / active EE | $13,490 | $5,315+153.8% | $4,675+188.5% | $4,663+189.3% |
| Participant deferral / active EE | $10,232 | $6,467+58.2% | $5,631+81.7% | $6,689+53.0% |
| Admin fee / account holder | $6,731 | $19,275-65.1% | $15,885-57.6% | $13,390-49.7% |