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 | $189,362 | $121,637+55.7% | $104,605+81.0% | $158,931+19.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 24.52% | 465.32%-440.8pp | 340.46%-315.9pp | 302.86%-278.3pp |
| Employer contribution / active EE | $15,093 | $3,163+377.1% | $2,681+463.0% | $4,761+217.0% |
| Participant deferral / active EE | $13,657 | $4,177+227.0% | $3,739+265.3% | $5,982+128.3% |
| Admin fee / account holder | $4,741 | $7,788-39.1% | $6,473-26.8% | $11,247-57.8% |