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 | $189,780 | $185,905+2.1% | $170,057+11.6% | $139,487+36.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.28% | 60.56%-42.3pp | 53.42%-35.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $6,589 | $7,597-13.3% | $6,790-3.0% | $4,755+38.6% |
| Participant deferral / active EE | $6,589 | $11,627-43.3% | $10,411-36.7% | $6,713-1.8% |
| Admin fee / account holder | $3,520 | $15,397-77.1% | $12,826-72.6% | $11,407-69.1% |