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 | $232,153 | $176,838+31.3% | $146,685+58.3% | $167,518+38.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.33% | 24.04%-3.7pp | 22.75%-2.4pp | 478.71%-458.4pp |
| Employer contribution / active EE | $9,466 | $5,161+83.4% | $4,137+128.8% | $4,838+95.6% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,067 | $13,262+43.8% | $10,281+85.4% | $12,312+54.9% |