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 | $163,327 | $154,209+5.9% | $130,062+25.6% | $139,487+17.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.46% | 32.52%-23.1pp | -137.37%+146.8pp | 373.84%-364.4pp |
| Employer contribution / active EE | $23,000 | $5,292+334.6% | $4,322+432.1% | $4,755+383.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $51,842 | $13,988+270.6% | $10,601+389.0% | $11,407+354.5% |