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 | $205,509 | $157,296+30.7% | $141,191+45.6% | $152,897+34.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.81% | 64.34%-45.5pp | 71.41%-52.6pp | 345.43%-326.6pp |
| Employer contribution / active EE | $38,752 | $5,262+636.4% | $4,736+718.2% | $4,764+713.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,225 | $12,125-65.2% | $10,264-58.8% | $11,599-63.6% |