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 | $192,764 | $175,259+10.0% | $149,723+28.7% | $139,487+38.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.06% | 166.82%-145.8pp | 134.50%-113.4pp | 373.84%-352.8pp |
| Employer contribution / active EE | $2,857 | $5,478-47.9% | $4,821-40.8% | $4,755-39.9% |
| Participant deferral / active EE | $10,339 | $6,522+58.5% | $5,682+81.9% | $6,713+54.0% |
| Admin fee / account holder | $2,767 | $16,158-82.9% | $13,215-79.1% | $11,407-75.7% |