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 | $197,084 | $171,492+14.9% | $150,734+30.7% | $198,609-0.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 12.28% | 804.70%-792.4pp | 600.81%-588.5pp | 202.70%-190.4pp |
| Employer contribution / active EE | $4,368 | $5,470-20.2% | $4,918-11.2% | $5,055-13.6% |
| Participant deferral / active EE | $13,650 | $6,259+118.1% | $5,610+143.3% | $6,977+95.7% |
| Admin fee / account holder | $337 | $17,628-98.1% | $14,905-97.7% | $19,030-98.2% |