Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $199,499 | $159,978+24.7% | $147,041+35.7% | $145,978+36.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 98.36%-87.0pp | 419.21%-407.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $3,429 | $5,288-35.2% | $4,935-30.5% | $4,662-26.5% |
| Participant deferral / active EE | $15,908 | $8,429+88.7% | $8,071+97.1% | $6,690+137.8% |
| Admin fee / account holder | $894 | $15,053-94.1% | $13,006-93.1% | $13,400-93.3% |