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 | $186,489 | $148,623+25.5% | $135,974+37.2% | $139,466+33.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.35% | 79.30%-63.9pp | 68.30%-53.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $3,956 | $5,246-24.6% | $4,859-18.6% | $4,754-16.8% |
| Participant deferral / active EE | $15,918 | $8,103+96.5% | $7,760+105.1% | $6,712+137.2% |
| Admin fee / account holder | $24,508 | $12,406+97.6% | $10,767+127.6% | $11,409+114.8% |