Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $224,086 | $77,638+188.6% | $156,551+43.1% | $62,881+256.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 236.24% | 50.33%+185.9pp | 32.23%+204.0pp | 20.14%+216.1pp |
| Employer contribution / active EE | $7,201 | $3,444+109.1% | $5,501+30.9% | $2,281+215.7% |
| Participant deferral / active EE | $4,379 | $3,046+43.8% | $4,871-10.1% | $3,203+36.7% |
| Admin fee / account holder | $42,355 | $5,561+661.6% | $13,028+225.1% | $4,296+886.0% |