Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $235,792 | $176,105+33.9% | $159,474+47.9% | $167,536+40.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.20% | 331.91%-303.7pp | 263.68%-235.5pp | 478.82%-450.6pp |
| Employer contribution / active EE | $7,939 | $5,299+49.8% | $4,831+64.3% | $4,839+64.1% |
| Participant deferral / active EE | $8,967 | $7,751+15.7% | $7,353+21.9% | $6,342+41.4% |
| Admin fee / account holder | $1,778 | $12,559-85.8% | $10,802-83.5% | $12,315-85.6% |