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 | $249,289 | $166,242+50.0% | $165,071+51.0% | $145,884+70.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.77% | 100.44%-88.7pp | 70.17%-58.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $10,335 | $5,283+95.6% | $4,347+137.7% | $4,662+121.7% |
| Participant deferral / active EE | $6,820 | $6,964-2.1% | $6,035+13.0% | $6,690+1.9% |
| Admin fee / account holder | $1,547 | $16,658-90.7% | $12,695-87.8% | $13,392-88.5% |