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 | $217,432+7.8% | $185,851+26.1% | $167,553+39.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.01% | 148.43%-132.4pp | 122.11%-106.1pp | 478.89%-462.9pp |
| Employer contribution / active EE | $8,678 | $5,874+47.7% | $5,168+67.9% | $4,840+79.3% |
| Participant deferral / active EE | $6,086 | $6,357-4.3% | $5,569+9.3% | $6,343-4.0% |
| Admin fee / account holder | $602 | $19,820-97.0% | $16,245-96.3% | $12,316-95.1% |