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 | $208,965 | $176,120+18.6% | $159,487+31.0% | $167,553+24.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.66% | 331.95%-318.3pp | 263.71%-250.0pp | 478.89%-465.2pp |
| Employer contribution / active EE | $6,324 | $5,299+19.3% | $4,831+30.9% | $4,840+30.7% |
| Participant deferral / active EE | $16,761 | $7,752+116.2% | $7,354+127.9% | $6,343+164.3% |
| Admin fee / account holder | $5,803 | $12,561-53.8% | $10,804-46.3% | $12,316-52.9% |