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 | $218,309 | $217,432+0.4% | $185,851+17.5% | $167,553+30.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.16% | 148.43%-130.3pp | 122.11%-103.9pp | 478.89%-460.7pp |
| Employer contribution / active EE | $4,759 | $5,874-19.0% | $5,168-7.9% | $4,840-1.7% |
| Participant deferral / active EE | $7,415 | $6,357+16.6% | $5,569+33.2% | $6,343+16.9% |
| Admin fee / account holder | $2,879 | $19,820-85.5% | $16,245-82.3% | $12,316-76.6% |