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 | $203,808 | $129,737+57.1% | $119,126+71.1% | $154,746+31.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.83% | 379.08%-362.3pp | 282.11%-265.3pp | 172.34%-155.5pp |
| Employer contribution / active EE | $13,030 | $4,375+197.8% | $4,034+223.0% | $4,379+197.5% |
| Participant deferral / active EE | $8,772 | $5,842+50.2% | $5,318+64.9% | $6,730+30.3% |
| Admin fee / account holder | $4,257 | $11,961-64.4% | $10,693-60.2% | $14,365-70.4% |