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 | $231,092 | $148,623+55.5% | $135,974+70.0% | $139,466+65.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.22% | 79.30%-57.1pp | 68.30%-46.1pp | 373.66%-351.4pp |
| Employer contribution / active EE | $2,871 | $5,246-45.3% | $4,859-40.9% | $4,754-39.6% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,093 | $12,406-50.9% | $10,767-43.4% | $11,409-46.6% |