Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $131,924 | $111,878+17.9% | $93,727+40.8% | $145,897-9.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.37% | 204.28%-186.9pp | 133.83%-116.5pp | 552.29%-534.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22,500 | $4,920+357.3% | $4,417+409.4% | $6,689+236.4% |
| Admin fee / account holder | $408 | $10,256-96.0% | $8,292-95.1% | $13,390-97.0% |