Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $217,160 | $208,088+4.4% | $186,193+16.6% | $154,746+40.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.17% | 89.97%-75.8pp | 78.03%-63.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $16,622 | $4,340+283.0% | $3,918+324.2% | $4,379+279.6% |
| Participant deferral / active EE | $5,896 | $7,078-16.7% | $6,513-9.5% | $6,730-12.4% |
| Admin fee / account holder | $12,030 | $11,698+2.8% | $11,058+8.8% | $14,365-16.3% |