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 | $247,026 | $99,652+147.9% | $78,778+213.6% | $147,585+67.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.26% | 47.28%-33.0pp | 35.62%-21.4pp | 578.58%-564.3pp |
| Employer contribution / active EE | $8,595 | $2,796+207.4% | $1,986+332.8% | $4,876+76.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,576 | $7,155+103.7% | $5,134+183.9% | $10,886+33.9% |