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 | $238,734 | $171,492+39.2% | $150,734+58.4% | $198,609+20.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.04% | 804.70%-789.7pp | 600.81%-585.8pp | 202.70%-187.7pp |
| Employer contribution / active EE | $2,198 | $5,470-59.8% | $4,918-55.3% | $5,055-56.5% |
| Participant deferral / active EE | $9,010 | $6,259+44.0% | $5,610+60.6% | $6,977+29.1% |
| Admin fee / account holder | $2,656 | $17,628-84.9% | $14,905-82.2% | $19,030-86.0% |