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 | $221,832 | $202,440+9.6% | $169,390+31.0% | $139,466+59.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.19% | 532.36%-516.2pp | 406.07%-389.9pp | 373.66%-357.5pp |
| Employer contribution / active EE | $648 | $4,693-86.2% | $4,013-83.9% | $4,754-86.4% |
| Participant deferral / active EE | $4,406 | $6,940-36.5% | $6,222-29.2% | $6,712-34.3% |
| Admin fee / account holder | $20,430 | $10,722+90.5% | $9,015+126.6% | $11,409+79.1% |