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 | $244,770 | $210,698+16.2% | $178,014+37.5% | $145,959+67.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.48% | 386.27%-374.8pp | 294.80%-283.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $6,420 | $4,567+40.6% | $3,950+62.5% | $4,661+37.7% |
| Participant deferral / active EE | $20,819 | $6,958+199.2% | $6,276+231.7% | $6,689+211.3% |
| Admin fee / account holder | $70,903 | $12,016+490.1% | $10,362+584.3% | $13,398+429.2% |