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 | $239,857 | $165,399+45.0% | $149,745+60.2% | $158,982+50.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.94% | 348.34%-321.4pp | 276.72%-249.8pp | 302.99%-276.1pp |
| Employer contribution / active EE | $9,387 | $5,105+83.9% | $4,646+102.1% | $4,763+97.1% |
| Participant deferral / active EE | $8,774 | $7,183+22.2% | $6,843+28.2% | $5,983+46.6% |
| Admin fee / account holder | $504 | $10,811-95.3% | $9,312-94.6% | $11,252-95.5% |