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 | $215,186 | $81,476+164.1% | $102,383+110.2% | $80,925+165.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 51.76% | 25.59%+26.2pp | 24.94%+26.8pp | 35.65%+16.1pp |
| Employer contribution / active EE | $24,956 | $3,105+703.8% | $3,870+544.8% | $2,756+805.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $89,320 | $6,717+1229.7% | $8,391+964.4% | $6,940+1187.0% |