Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $141,100 | $71,057+98.6% | $93,654+50.7% | $80,874+74.5% |
| Participation rate | 90.0% | 60.4%+29.6pp | 68.7%+21.3pp | 67.6%+22.4pp |
| Annual return | 166.05% | 11.26%+154.8pp | 133.34%+32.7pp | 35.62%+130.4pp |
| Employer contribution / active EE | $14,194 | $1,564+807.6% | $2,421+486.3% | $2,756+415.1% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,926 | $6,944-57.9% | $8,282-64.7% | $6,935-57.8% |