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 | $248,087 | $111,535+122.4% | $105,223+135.8% | $137,256+80.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 24.21% | 237.85%-213.6pp | 180.65%-156.4pp | 220.34%-196.1pp |
| Employer contribution / active EE | $14,257 | $3,939+261.9% | $3,689+286.5% | $4,156+243.0% |
| Participant deferral / active EE | $18,029 | $5,500+227.8% | $5,072+255.5% | $6,407+181.4% |
| Admin fee / account holder | $1,514 | $9,721-84.4% | $8,859-82.9% | $12,270-87.7% |