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 | $196,295 | $175,231+12.0% | $149,696+31.1% | $139,466+40.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.60% | 166.77%-153.2pp | 134.46%-120.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $15,233 | $5,478+178.1% | $4,821+216.0% | $4,754+220.4% |
| Participant deferral / active EE | $9,765 | $6,521+49.7% | $5,682+71.9% | $6,712+45.5% |
| Admin fee / account holder | $57,419 | $16,155+255.4% | $13,212+334.6% | $11,409+403.3% |