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 | $223,168 | $166,089+34.4% | $164,928+35.3% | $145,978+52.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.11% | 100.26%-89.1pp | 70.08%-59.0pp | 550.52%-539.4pp |
| Employer contribution / active EE | $9,220 | $5,276+74.7% | $4,343+112.3% | $4,662+97.8% |
| Participant deferral / active EE | $9,676 | $6,961+39.0% | $6,034+60.4% | $6,690+44.6% |
| Admin fee / account holder | $60,932 | $16,641+266.2% | $12,684+380.4% | $13,400+354.7% |