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 | $154,785 | $47,944+222.8% | $67,834+128.2% | $62,881+146.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 11.52% | 11.77%-0.2pp | 138.47%-127.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $4,409 | $1,562+182.3% | $2,403+83.5% | $2,281+93.3% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $319 | $3,712-91.4% | $4,622-93.1% | $4,296-92.6% |