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 | $227,835 | $148,623+53.3% | $135,974+67.6% | $139,466+63.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.52% | 79.30%-63.8pp | 68.30%-52.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $5,964 | $5,246+13.7% | $4,859+22.7% | $4,754+25.4% |
| Participant deferral / active EE | $10,424 | $8,103+28.7% | $7,760+34.3% | $6,712+55.3% |
| Admin fee / account holder | $20,775 | $12,406+67.5% | $10,767+93.0% | $11,409+82.1% |