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 | $247,652 | $160,070+54.7% | $147,117+68.3% | $145,897+69.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.25% | 98.69%-74.4pp | 420.54%-396.3pp | 552.29%-528.0pp |
| Employer contribution / active EE | $7,723 | $5,285+46.1% | $4,932+56.6% | $4,663+65.6% |
| Participant deferral / active EE | $15,250 | $8,419+81.1% | $8,065+89.1% | $6,689+128.0% |
| Admin fee / account holder | $481 | $15,035-96.8% | $12,993-96.3% | $13,390-96.4% |