Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $212,769 | $160,070+32.9% | $147,117+44.6% | $145,897+45.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.80% | 98.69%-83.9pp | 420.54%-405.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $5,684 | $5,285+7.6% | $4,932+15.2% | $4,663+21.9% |
| Participant deferral / active EE | $10,406 | $8,419+23.6% | $8,065+29.0% | $6,689+55.6% |
| Admin fee / account holder | $8,490 | $15,035-43.5% | $12,993-34.7% | $13,390-36.6% |