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 | $192,714 | $183,516+5.0% | $155,534+23.9% | $145,884+32.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.90% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $12,426 | $5,315+133.8% | $4,675+165.8% | $4,662+166.5% |
| Participant deferral / active EE | $3,396 | $6,467-47.5% | $5,630-39.7% | $6,690-49.2% |
| Admin fee / account holder | $24,809 | $19,293+28.6% | $15,900+56.0% | $13,392+85.3% |