Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $237,293 | $185,312+28.1% | $161,489+46.9% | $154,746+53.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 63.89% | 103.84%-40.0pp | 89.72%-25.8pp | 172.34%-108.4pp |
| Employer contribution / active EE | $8,654 | $4,769+81.5% | $4,268+102.7% | $4,379+97.6% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,039 | $18,654-62.3% | $16,006-56.0% | $14,365-51.0% |