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 | $189,055 | $148,629+27.2% | $135,982+39.0% | $139,487+35.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.09% | 79.33%-63.2pp | 68.32%-52.2pp | 373.84%-357.8pp |
| Employer contribution / active EE | $8,250 | $5,247+57.2% | $4,859+69.8% | $4,755+73.5% |
| Participant deferral / active EE | $10,130 | $8,102+25.0% | $7,760+30.5% | $6,713+50.9% |
| Admin fee / account holder | $15,913 | $12,406+28.3% | $10,767+47.8% | $11,407+39.5% |