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 | $243,219 | $165,399+47.0% | $149,745+62.4% | $158,982+53.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.24% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $14,399 | $5,105+182.1% | $4,646+209.9% | $4,763+202.3% |
| Participant deferral / active EE | $13,108 | $7,183+82.5% | $6,843+91.6% | $5,983+119.1% |
| Admin fee / account holder | $912 | $10,811-91.6% | $9,312-90.2% | $11,252-91.9% |