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 | $181,901 | $175,231+3.8% | $149,696+21.5% | $139,466+30.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.22% | 166.77%-148.6pp | 134.46%-116.2pp | 373.66%-355.4pp |
| Employer contribution / active EE | $7,644 | $5,478+39.5% | $4,821+58.6% | $4,754+60.8% |
| Participant deferral / active EE | $5,643 | $6,521-13.5% | $5,682-0.7% | $6,712-15.9% |
| Admin fee / account holder | $21,029 | $16,155+30.2% | $13,212+59.2% | $11,409+84.3% |