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 | $249,981 | $183,592+36.2% | $155,574+60.7% | $145,877+71.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.68% | 61.37%-36.7pp | 64.87%-40.2pp | 551.28%-526.6pp |
| Employer contribution / active EE | $8,602 | $5,317+61.8% | $4,676+84.0% | $4,663+84.5% |
| Participant deferral / active EE | $11,692 | $6,466+80.8% | $5,629+107.7% | $6,691+74.7% |
| Admin fee / account holder | $957 | $19,316-95.0% | $15,914-94.0% | $13,402-92.9% |