Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $240,260 | $160,040+50.1% | $147,096+63.3% | $145,877+64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.73% | 98.49%-83.8pp | 419.75%-405.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,502 | $5,289-52.7% | $4,936-49.3% | $4,663-46.3% |
| Participant deferral / active EE | $14,116 | $8,429+67.5% | $8,071+74.9% | $6,691+111.0% |
| Admin fee / account holder | $48,568 | $15,050+222.7% | $13,005+273.5% | $13,402+262.4% |