Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $237,878 | $227,633+4.5% | $189,597+25.5% | $167,553+42.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.17% | 78.45%-68.3pp | 64.20%-54.0pp | 478.89%-468.7pp |
| Employer contribution / active EE | $4,500 | $5,317-15.4% | $4,412+2.0% | $4,840-7.0% |
| Participant deferral / active EE | $5,229 | $7,003-25.3% | $6,174-15.3% | $6,343-17.6% |
| Admin fee / account holder | $1,126 | $11,879-90.5% | $9,807-88.5% | $12,316-90.9% |