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 | $233,069 | $110,379+111.2% | $102,412+127.6% | $145,884+59.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 57.16% | 24.84%+32.3pp | 24.94%+32.2pp | 551.85%-494.7pp |
| Employer contribution / active EE | $22,061 | $4,216+423.3% | $3,870+470.1% | $4,662+373.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,905 | $9,745+1.6% | $8,388+18.1% | $13,392-26.0% |