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 | $249,664 | $159,978+56.1% | $147,041+69.8% | $145,978+71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 98.36%-84.3pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $15,000 | $5,288+183.7% | $4,935+204.0% | $4,662+221.8% |
| Participant deferral / active EE | $15,859 | $8,429+88.1% | $8,071+96.5% | $6,690+137.1% |
| Admin fee / account holder | $580 | $15,053-96.1% | $13,006-95.5% | $13,400-95.7% |