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 | $223,059 | $127,387+75.1% | $115,038+93.9% | $125,389+77.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.95% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $10,000 | $5,166+93.6% | $4,608+117.0% | $4,866+105.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,372 | $9,516-75.1% | $8,175-71.0% | $9,541-75.1% |