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 | $217,711 | $157,304+38.4% | $141,197+54.2% | $152,909+42.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.30% | 64.34%-38.0pp | 71.41%-45.1pp | 345.46%-319.2pp |
| Employer contribution / active EE | $23,231 | $5,263+341.4% | $4,736+390.5% | $4,764+387.6% |
| Participant deferral / active EE | $20,700 | $7,111+191.1% | $6,710+208.5% | $5,851+253.8% |
| Admin fee / account holder | $1,172 | $12,126-90.3% | $10,265-88.6% | $11,601-89.9% |