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 | $212,136 | $107,368+97.6% | $92,915+128.3% | $152,909+38.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.57% | 145.64%-125.1pp | 109.45%-88.9pp | 345.46%-324.9pp |
| Employer contribution / active EE | $4,933 | $4,222+16.8% | $3,653+35.0% | $4,764+3.6% |
| Participant deferral / active EE | $4,863 | $4,848+0.3% | $4,238+14.7% | $5,851-16.9% |
| Admin fee / account holder | $2,473 | $7,082-65.1% | $5,796-57.3% | $11,601-78.7% |