Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $240,647 | $171,492+40.3% | $150,734+59.7% | $198,609+21.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 16.43% | 804.70%-788.3pp | 600.81%-584.4pp | 202.70%-186.3pp |
| Employer contribution / active EE | $11,551 | $5,470+111.2% | $4,918+134.9% | $5,055+128.5% |
| Participant deferral / active EE | $18,142 | $6,259+189.9% | $5,610+223.4% | $6,977+160.0% |
| Admin fee / account holder | $10,542 | $17,628-40.2% | $14,905-29.3% | $19,030-44.6% |