Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $222,002 | $93,345+137.8% | $119,126+86.4% | $87,485+153.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 18.91% | 19.08%-0.2pp | 282.11%-263.2pp | 26.06%-7.2pp |
| Employer contribution / active EE | $5,064 | $3,172+59.7% | $4,034+25.6% | $2,596+95.1% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,584 | $8,039+6.8% | $10,693-19.7% | $7,775+10.4% |