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 | $200,468 | $175,259+14.4% | $149,723+33.9% | $139,487+43.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.62% | 166.82%-146.2pp | 134.50%-113.9pp | 373.84%-353.2pp |
| Employer contribution / active EE | $3,093 | $5,478-43.5% | $4,821-35.8% | $4,755-34.9% |
| Participant deferral / active EE | $10,150 | $6,522+55.6% | $5,682+78.6% | $6,713+51.2% |
| Admin fee / account holder | $15,128 | $16,158-6.4% | $13,215+14.5% | $11,407+32.6% |