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 | $192,977 | $157,304+22.7% | $141,197+36.7% | $152,909+26.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.34% | 64.34%-43.0pp | 71.41%-50.1pp | 345.46%-324.1pp |
| Employer contribution / active EE | $16,432 | $5,263+212.2% | $4,736+246.9% | $4,764+244.9% |
| Participant deferral / active EE | $8,144 | $7,111+14.5% | $6,710+21.4% | $5,851+39.2% |
| Admin fee / account holder | $1,156 | $12,126-90.5% | $10,265-88.7% | $11,601-90.0% |