Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $223,476 | $148,623+50.4% | $135,974+64.4% | $139,466+60.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.77% | 79.30%-47.5pp | 68.30%-36.5pp | 373.66%-341.9pp |
| Employer contribution / active EE | $8,880 | $5,246+69.3% | $4,859+82.8% | $4,754+86.8% |
| Participant deferral / active EE | $25,000 | $8,103+208.5% | $7,760+222.2% | $6,712+272.5% |
| Admin fee / account holder | $1,988 | $12,406-84.0% | $10,767-81.5% | $11,409-82.6% |