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 | $221,226 | $165,361+33.8% | $149,715+47.8% | $158,950+39.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.38% | 348.24%-325.9pp | 276.66%-254.3pp | 302.91%-280.5pp |
| Employer contribution / active EE | $16,000 | $5,103+213.5% | $4,645+244.5% | $4,762+236.0% |
| Participant deferral / active EE | $19,500 | $7,182+171.5% | $6,842+185.0% | $5,983+225.9% |
| Admin fee / account holder | $1,233 | $10,808-88.6% | $9,310-86.8% | $11,248-89.0% |