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 | $238,320 | $111,535+113.7% | $105,223+126.5% | $137,256+73.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.79% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,494 | $3,939+14.1% | $3,689+21.8% | $4,156+8.1% |
| Participant deferral / active EE | $26,178 | $5,500+376.0% | $5,072+416.2% | $6,407+308.6% |
| Admin fee / account holder | $654 | $9,721-93.3% | $8,859-92.6% | $12,270-94.7% |