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 | $205,761 | $197,637+4.1% | $177,848+15.7% | $158,982+29.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.89% | 58.77%-45.9pp | 48.33%-35.4pp | 302.99%-290.1pp |
| Employer contribution / active EE | $8,374 | $6,698+25.0% | $5,919+41.5% | $4,763+75.8% |
| Participant deferral / active EE | $4,795 | $8,405-42.9% | $7,714-37.8% | $5,983-19.9% |
| Admin fee / account holder | $833 | $15,406-94.6% | $12,431-93.3% | $11,252-92.6% |