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 | $238,902 | $169,237+41.2% | $129,339+84.7% | $145,978+63.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.78% | 14364.43%-14354.7pp | 9437.05%-9427.3pp | 550.52%-540.7pp |
| Employer contribution / active EE | $8,863 | $5,540+60.0% | $4,154+113.3% | $4,662+90.1% |
| Participant deferral / active EE | $22,498 | $4,991+350.8% | $4,170+439.5% | $6,690+236.3% |
| Admin fee / account holder | $15,411 | $9,882+56.0% | $7,668+101.0% | $13,400+15.0% |