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 | $248,186 | $175,259+41.6% | $149,723+65.8% | $139,487+77.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.94% | 166.82%-151.9pp | 134.50%-119.6pp | 373.84%-358.9pp |
| Employer contribution / active EE | $6,669 | $5,478+21.7% | $4,821+38.3% | $4,755+40.3% |
| Participant deferral / active EE | $10,133 | $6,522+55.4% | $5,682+78.3% | $6,713+51.0% |
| Admin fee / account holder | $2,540 | $16,158-84.3% | $13,215-80.8% | $11,407-77.7% |