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 | $231,482 | $202,440+14.3% | $169,390+36.7% | $139,466+66.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 23.18% | 532.36%-509.2pp | 406.07%-382.9pp | 373.66%-350.5pp |
| Employer contribution / active EE | $3,119 | $4,693-33.5% | $4,013-22.3% | $4,754-34.4% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $17,001 | $10,722+58.6% | $9,015+88.6% | $11,409+49.0% |