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 | $150,429 | $157,296-4.4% | $141,191+6.5% | $152,897-1.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.56% | 64.34%-44.8pp | 71.41%-51.8pp | 345.43%-325.9pp |
| Employer contribution / active EE | $12,003 | $5,262+128.1% | $4,736+153.4% | $4,764+152.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,327 | $12,125-89.1% | $10,264-87.1% | $11,599-88.6% |