Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $247,966 | $160,028+55.0% | $147,080+68.6% | $145,884+70.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.54% | 98.60%-88.1pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $19,279 | $5,286+264.7% | $4,933+290.8% | $4,662+313.5% |
| Participant deferral / active EE | $6,300 | $8,422-25.2% | $8,066-21.9% | $6,690-5.8% |
| Admin fee / account holder | $1,273 | $15,030-91.5% | $12,989-90.2% | $13,392-90.5% |