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 | $222,377 | $144,130+54.3% | $117,861+88.7% | $147,586+50.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.13% | 531.20%-520.1pp | 335.11%-324.0pp | 578.59%-567.5pp |
| Employer contribution / active EE | $3,375 | $4,897-31.1% | $3,786-10.9% | $4,876-30.8% |
| Participant deferral / active EE | $6,972 | $5,316+31.1% | $4,482+55.6% | $5,439+28.2% |
| Admin fee / account holder | $13,396 | $10,887+23.0% | $8,021+67.0% | $10,886+23.1% |