Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $247,750 | $173,340+42.9% | $136,007+82.2% | $145,959+69.7% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 32.98% | 1163.32%-1130.3pp | 579.32%-546.3pp | 561.95%-529.0pp |
| Employer contribution / active EE | $9,047 | $5,275+71.5% | $4,215+114.6% | $4,661+94.1% |
| Participant deferral / active EE | $14,950 | $8,699+71.9% | $7,024+112.8% | $6,689+123.5% |
| Admin fee / account holder | $166,590 | $9,954+1573.5% | $6,858+2329.1% | $13,398+1143.4% |