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 | $196,284 | $176,105+11.5% | $159,474+23.1% | $167,536+17.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.58% | 331.91%-318.3pp | 263.68%-250.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $9,880 | $5,299+86.5% | $4,831+104.5% | $4,839+104.2% |
| Participant deferral / active EE | $8,888 | $7,751+14.7% | $7,353+20.9% | $6,342+40.1% |
| Admin fee / account holder | $2,902 | $12,559-76.9% | $10,802-73.1% | $12,315-76.4% |