Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $249,660 | $115,814+115.6% | $101,275+146.5% | $158,982+57.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.85% | 56.16%-38.3pp | 46.48%-28.6pp | 302.99%-285.1pp |
| Employer contribution / active EE | $22,701 | $4,176+443.6% | $3,660+520.2% | $4,763+376.6% |
| Participant deferral / active EE | $19,709 | $4,958+297.5% | $4,371+350.9% | $5,983+229.4% |
| Admin fee / account holder | $1,801 | $7,249-75.2% | $5,948-69.7% | $11,252-84.0% |