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 | $202,547 | $183,539+10.4% | $155,556+30.2% | $145,897+38.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.69% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $3,469 | $5,315-34.7% | $4,675-25.8% | $4,663-25.6% |
| Participant deferral / active EE | $15,306 | $6,467+136.7% | $5,631+171.8% | $6,689+128.8% |
| Admin fee / account holder | $65,752 | $19,275+241.1% | $15,885+313.9% | $13,390+391.0% |