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 | $242,457 | $209,336+15.8% | $197,124+23.0% | $137,256+76.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.40% | 48.09%-31.7pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $26,333 | $6,591+299.6% | $6,227+322.9% | $4,156+533.6% |
| Participant deferral / active EE | $17,250 | $9,614+79.4% | $9,135+88.8% | $6,407+169.2% |
| Admin fee / account holder | $931 | $17,308-94.6% | $16,298-94.3% | $12,270-92.4% |