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 | $206,686 | $232,540-11.1% | $185,117+11.7% | $147,586+40.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.28% | 43.03%-31.8pp | 40.50%-29.2pp | 578.59%-567.3pp |
| Employer contribution / active EE | $10,530 | $5,195+102.7% | $4,182+151.8% | $4,876+115.9% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $53,285 | $10,275+418.6% | $8,159+553.0% | $10,886+389.5% |