Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $154,535 | $83,337+85.4% | $67,834+127.8% | $273,972-43.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.52% | 259.45%-251.9pp | 138.47%-131.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $9,580 | $3,287+191.4% | $2,403+298.6% | $4,869+96.8% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,147 | $6,752+50.3% | $4,622+119.5% | $10,133+0.1% |