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 | $177,647 | $124,346+42.9% | $111,308+59.6% | $167,536+6.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.39% | 37.45%-26.1pp | 54.67%-43.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $4,114 | $3,437+19.7% | $2,732+50.6% | $4,839-15.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $16,591 | $10,621+56.2% | $7,965+108.3% | $12,315+34.7% |