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 | $129,979 | $105,284+23.5% | $150,734-13.8% | $94,015+38.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 14.58% | 15.67%-1.1pp | 600.81%-586.2pp | 17.84%-3.3pp |
| Employer contribution / active EE | $7,358 | $3,599+104.5% | $4,918+49.6% | $2,790+163.7% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $11,167 | $9,839+13.5% | $14,905-25.1% | $8,951+24.8% |