Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $223,421 | $197,819+12.9% | $155,789+43.4% | $125,389+78.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 3.89% | 86.73%-82.8pp | 71.54%-67.6pp | 282.24%-278.3pp |
| Employer contribution / active EE | $12,142 | $4,850+150.3% | $3,839+216.3% | $4,866+149.5% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $20,311 | $9,544+112.8% | $7,477+171.6% | $9,541+112.9% |