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 | $221,402 | $176,105+25.7% | $159,474+38.8% | $167,536+32.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.51% | 331.91%-310.4pp | 263.68%-242.2pp | 478.82%-457.3pp |
| Employer contribution / active EE | $5,082 | $5,299-4.1% | $4,831+5.2% | $4,839+5.0% |
| Participant deferral / active EE | $13,625 | $7,751+75.8% | $7,353+85.3% | $6,342+114.8% |
| Admin fee / account holder | $1,440 | $12,559-88.5% | $10,802-86.7% | $12,315-88.3% |