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 | $241,305 | $160,028+50.8% | $147,080+64.1% | $145,884+65.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.20% | 98.60%-73.4pp | 420.17%-395.0pp | 551.85%-526.6pp |
| Employer contribution / active EE | $1,882 | $5,286-64.4% | $4,933-61.8% | $4,662-59.6% |
| Participant deferral / active EE | $6,658 | $8,422-20.9% | $8,066-17.5% | $6,690-0.5% |
| Admin fee / account holder | $2,182 | $15,030-85.5% | $12,989-83.2% | $13,392-83.7% |