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 | $246,149 | $183,592+34.1% | $155,574+58.2% | $145,877+68.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.19% | 61.37%-45.2pp | 64.87%-48.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $11,568 | $5,317+117.6% | $4,676+147.4% | $4,663+148.1% |
| Participant deferral / active EE | $13,199 | $6,466+104.1% | $5,629+134.5% | $6,691+97.3% |
| Admin fee / account holder | $3,797 | $19,316-80.3% | $15,914-76.1% | $13,402-71.7% |