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 | $234,353 | $217,392+7.8% | $185,818+26.1% | $167,497+39.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.01% | 148.37%-132.4pp | 122.06%-106.1pp | 478.62%-462.6pp |
| Employer contribution / active EE | $8,678 | $5,873+47.7% | $5,168+67.9% | $4,838+79.4% |
| Participant deferral / active EE | $6,086 | $6,357-4.3% | $5,568+9.3% | $6,341-4.0% |
| Admin fee / account holder | $602 | $19,813-97.0% | $16,239-96.3% | $12,310-95.1% |