Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $212,706 | $141,004+50.9% | $112,273+89.5% | $139,466+52.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.36% | 32.75%-21.4pp | 30.23%-18.9pp | 373.66%-362.3pp |
| Employer contribution / active EE | $16,667 | $4,285+289.0% | $3,431+385.7% | $4,754+250.6% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,011 | $9,959-29.6% | $7,752-9.6% | $11,409-38.5% |