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 | $242,954 | $159,978+51.9% | $147,041+65.2% | $145,978+66.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.11% | 98.36%-83.3pp | 419.21%-404.1pp | 550.52%-535.4pp |
| Employer contribution / active EE | $1,917 | $5,288-63.7% | $4,935-61.2% | $4,662-58.9% |
| Participant deferral / active EE | $23,000 | $8,429+172.9% | $8,071+185.0% | $6,690+243.8% |
| Admin fee / account holder | $693 | $15,053-95.4% | $13,006-94.7% | $13,400-94.8% |