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 | $184,907 | $202,463-8.7% | $169,397+9.2% | $139,487+32.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.15% | 532.64%-518.5pp | 406.23%-392.1pp | 373.84%-359.7pp |
| Employer contribution / active EE | $22,175 | $4,694+372.4% | $4,013+452.6% | $4,755+366.4% |
| Participant deferral / active EE | $22,500 | $6,941+224.2% | $6,223+261.6% | $6,713+235.2% |
| Admin fee / account holder | $1,644 | $10,726-84.7% | $9,017-81.8% | $11,407-85.6% |