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 | $249,839 | $183,539+36.1% | $155,556+60.6% | $145,897+71.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.62% | 61.31%-43.7pp | 64.84%-47.2pp | 552.29%-534.7pp |
| Employer contribution / active EE | $3,361 | $5,315-36.8% | $4,675-28.1% | $4,663-27.9% |
| Participant deferral / active EE | $8,184 | $6,467+26.5% | $5,631+45.3% | $6,689+22.3% |
| Admin fee / account holder | $596 | $19,275-96.9% | $15,885-96.2% | $13,390-95.6% |