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 | $228,696 | $165,361+38.3% | $149,715+52.8% | $158,950+43.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.67% | 348.24%-337.6pp | 276.66%-266.0pp | 302.91%-292.2pp |
| Employer contribution / active EE | $9,688 | $5,103+89.8% | $4,645+108.6% | $4,762+103.4% |
| Participant deferral / active EE | $11,752 | $7,182+63.6% | $6,842+71.8% | $5,983+96.4% |
| Admin fee / account holder | $4,530 | $10,808-58.1% | $9,310-51.3% | $11,248-59.7% |