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 | $240,924 | $203,436+18.4% | $152,466+58.0% | $167,518+43.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 10.13% | 13.80%-3.7pp | 757.33%-747.2pp | 478.71%-468.6pp |
| Employer contribution / active EE | $5,000 | $5,220-4.2% | $4,327+15.6% | $4,838+3.3% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,020 | $22,506-77.7% | $15,805-68.2% | $12,312-59.2% |