Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $187,503 | $80,983+131.5% | $96,544+94.2% | $75,177+149.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 168.84% | 27.05%+141.8pp | 25.88%+143.0pp | 160.75%+8.1pp |
| Employer contribution / active EE | $67,686 | $2,282+2865.5% | $2,966+2181.8% | $2,671+2434.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $54,933 | $6,717+717.9% | $8,254+565.5% | $5,651+872.0% |