Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $247,381 | $159,978+54.6% | $147,041+68.2% | $145,978+69.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.95% | 98.36%-67.4pp | 419.21%-388.3pp | 550.52%-519.6pp |
| Employer contribution / active EE | $6,602 | $5,288+24.8% | $4,935+33.8% | $4,662+41.6% |
| Participant deferral / active EE | $18,828 | $8,429+123.4% | $8,071+133.3% | $6,690+181.5% |
| Admin fee / account holder | $2,648 | $15,053-82.4% | $13,006-79.6% | $13,400-80.2% |