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 | $236,696 | $108,285+118.6% | $77,552+205.2% | $158,982+48.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 8.09% | 31.69%-23.6pp | 54.82%-46.7pp | 302.99%-294.9pp |
| Employer contribution / active EE | $8,850 | $1,325+568.0% | $987+797.0% | $4,763+85.8% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,537 | $3,709-31.6% | $2,859-11.3% | $11,252-77.5% |