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 | $215,414 | $228,352-5.7% | $185,835+15.9% | $158,966+35.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.53% | 40.81%-31.3pp | 35.96%-26.4pp | 302.95%-293.4pp |
| Employer contribution / active EE | $10,357 | $4,967+108.5% | $4,087+153.4% | $4,762+117.5% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,884 | $11,867-84.1% | $9,502-80.2% | $11,250-83.3% |