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 | $217,960 | $227,291-4.1% | $214,702+1.5% | $155,188+40.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.27% | 60.08%-42.8pp | 54.55%-37.3pp | 148.84%-131.6pp |
| Employer contribution / active EE | $15,432 | $6,772+127.9% | $6,461+138.9% | $4,248+263.3% |
| Participant deferral / active EE | $9,862 | $9,582+2.9% | $9,147+7.8% | $6,531+51.0% |
| Admin fee / account holder | $7,200 | $20,413-64.7% | $19,830-63.7% | $14,480-50.3% |