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 | $237,925 | $77,817+205.8% | $123,553+92.6% | $64,173+270.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.46% | 12.49%-19.9pp | 119.21%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $8,174 | $3,014+171.2% | $4,628+76.6% | $2,381+243.3% |
| Participant deferral / active EE | $9,239 | $5,240+76.3% | $6,426+43.8% | $3,470+166.3% |
| Admin fee / account holder | $981 | $5,519-82.2% | $9,284-89.4% | $4,887-79.9% |