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 | $160,028+54.6% | $147,080+68.2% | $145,884+69.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.95% | 98.60%-67.6pp | 420.17%-389.2pp | 551.85%-520.9pp |
| Employer contribution / active EE | $6,602 | $5,286+24.9% | $4,933+33.8% | $4,662+41.6% |
| Participant deferral / active EE | $18,828 | $8,422+123.6% | $8,066+133.4% | $6,690+181.5% |
| Admin fee / account holder | $2,648 | $15,030-82.4% | $12,989-79.6% | $13,392-80.2% |