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 | $249,827 | $181,062+38.0% | $158,223+57.9% | $155,188+61.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.74% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $9,088 | $4,565+99.1% | $4,109+121.2% | $4,248+114.0% |
| Participant deferral / active EE | $8,750 | $6,134+42.6% | $5,467+60.1% | $6,531+34.0% |
| Admin fee / account holder | $19,546 | $18,825+3.8% | $16,047+21.8% | $14,480+35.0% |