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 | $194,436 | $198,457-2.0% | $170,435+14.1% | $147,586+31.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.55% | 257.30%-240.8pp | 205.94%-189.4pp | 578.59%-562.0pp |
| Employer contribution / active EE | $5,312 | $6,183-14.1% | $5,432-2.2% | $4,876+8.9% |
| Participant deferral / active EE | $10,453 | $5,629+85.7% | $4,939+111.6% | $5,439+92.2% |
| Admin fee / account holder | $37,649 | $16,852+123.4% | $13,881+171.2% | $10,886+245.9% |