Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $247,247 | $85,171+190.3% | $172,753+43.1% | $72,976+238.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.84% | 27.32%-4.5pp | 803.00%-780.2pp | 81.02%-58.2pp |
| Employer contribution / active EE | $17,954 | $3,324+440.1% | $5,144+249.0% | $2,440+635.8% |
| Participant deferral / active EE | $12,545 | $3,260+284.8% | $5,198+141.4% | $3,608+247.7% |
| Admin fee / account holder | $25,142 | $5,880+327.6% | $13,956+80.2% | $5,124+390.7% |