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 | $200,665 | $56,200+257.1% | $67,653+196.6% | $59,633+236.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.73% | 18506.71%-18506.0pp | 6625.22%-6624.5pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $16,063 | $1,615+894.8% | $2,266+609.0% | $2,203+629.3% |
| Participant deferral / active EE | $7,886 | $2,843+177.3% | $3,560+121.5% | $3,192+147.1% |
| Admin fee / account holder | $17,030 | $3,959+330.2% | $4,821+253.2% | $4,297+296.3% |