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 | $201,612 | $185,905+8.4% | $170,057+18.6% | $139,487+44.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.89% | 60.56%-43.7pp | 53.42%-36.5pp | 373.84%-357.0pp |
| Employer contribution / active EE | $7,907 | $7,597+4.1% | $6,790+16.4% | $4,755+66.3% |
| Participant deferral / active EE | $16,767 | $11,627+44.2% | $10,411+61.1% | $6,713+149.8% |
| Admin fee / account holder | $4,488 | $15,397-70.8% | $12,826-65.0% | $11,407-60.7% |