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 | $241,103 | $172,111+40.1% | $150,298+60.4% | $137,256+75.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.43% | 69.37%-55.9pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $22,548 | $4,636+386.3% | $4,154+442.8% | $4,156+442.5% |
| Participant deferral / active EE | $15,072 | $6,166+144.4% | $5,453+176.4% | $6,407+135.3% |
| Admin fee / account holder | $1,313 | $16,471-92.0% | $14,116-90.7% | $12,270-89.3% |