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 | $241,413 | $160,028+50.9% | $147,080+64.1% | $145,884+65.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.44% | 98.60%-79.2pp | 420.17%-400.7pp | 551.85%-532.4pp |
| Employer contribution / active EE | $6,667 | $5,286+26.1% | $4,933+35.2% | $4,662+43.0% |
| Participant deferral / active EE | $14,092 | $8,422+67.3% | $8,066+74.7% | $6,690+110.7% |
| Admin fee / account holder | $1,553 | $15,030-89.7% | $12,989-88.0% | $13,392-88.4% |