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 | $203,168 | $95,453+112.8% | $112,040+81.3% | $82,448+146.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 83.39% | 23.92%+59.5pp | 24.52%+58.9pp | 41.64%+41.7pp |
| Employer contribution / active EE | $3,334 | $2,318+43.9% | $2,954+12.9% | $2,551+30.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,492 | $9,013-83.4% | $12,098-87.7% | $7,234-79.4% |