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 | $179,995 | $152,619+17.9% | $125,195+43.8% | $152,909+17.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.30% | 54.85%-31.5pp | 43.79%-20.5pp | 345.46%-322.2pp |
| Employer contribution / active EE | $19,468 | $4,947+293.5% | $3,866+403.5% | $4,764+308.7% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,789 | $13,437-64.4% | $9,704-50.7% | $11,601-58.7% |