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 | $185,853 | $115,814+60.5% | $101,275+83.5% | $158,982+16.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 37.99% | 56.16%-18.2pp | 46.48%-8.5pp | 302.99%-265.0pp |
| Employer contribution / active EE | $6,389 | $4,176+53.0% | $3,660+74.6% | $4,763+34.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,730 | $7,249-76.1% | $5,948-70.9% | $11,252-84.6% |