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 | $227,249 | $165,399+37.4% | $149,745+51.8% | $158,982+42.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.62% | 348.34%-328.7pp | 276.72%-257.1pp | 302.99%-283.4pp |
| Employer contribution / active EE | $12,065 | $5,105+136.4% | $4,646+159.7% | $4,763+153.3% |
| Participant deferral / active EE | $7,274 | $7,183+1.3% | $6,843+6.3% | $5,983+21.6% |
| Admin fee / account holder | $3,987 | $10,811-63.1% | $9,312-57.2% | $11,252-64.6% |