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 | $186,333 | $144,130+29.3% | $117,861+58.1% | $147,586+26.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.35% | 531.20%-508.8pp | 335.11%-312.8pp | 578.59%-556.2pp |
| Employer contribution / active EE | $3,804 | $4,897-22.3% | $3,786+0.5% | $4,876-22.0% |
| Participant deferral / active EE | $10,006 | $5,316+88.2% | $4,482+123.2% | $5,439+84.0% |
| Admin fee / account holder | $4,681 | $10,887-57.0% | $8,021-41.6% | $10,886-57.0% |