Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $241,955 | $134,817+79.5% | $123,973+95.2% | $155,188+55.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.07% | 515.49%-504.4pp | 388.13%-377.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $4,262 | $4,425-3.7% | $4,126+3.3% | $4,248+0.3% |
| Participant deferral / active EE | $31,000 | $5,706+443.3% | $5,247+490.8% | $6,531+374.6% |
| Admin fee / account holder | $4,660 | $13,245-64.8% | $11,799-60.5% | $14,480-67.8% |