Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $247,759 | $167,030+48.3% | $135,768+82.5% | $155,188+59.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 16.57% | 678.39%-661.8pp | 526.10%-509.5pp | 148.84%-132.3pp |
| Employer contribution / active EE | $10,795 | $4,132+161.2% | $3,394+218.1% | $4,248+154.1% |
| Participant deferral / active EE | $8,293 | $4,528+83.2% | $3,977+108.5% | $6,531+27.0% |
| Admin fee / account holder | $1,004 | $8,172-87.7% | $7,048-85.8% | $14,480-93.1% |