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 | $248,241 | $132,634+87.2% | $115,768+114.4% | $137,256+80.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.85% | 160.70%-149.8pp | 100.46%-89.6pp | 220.34%-209.5pp |
| Employer contribution / active EE | $10,000 | $3,360+197.7% | $2,940+240.2% | $4,156+140.6% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $54,668 | $15,028+263.8% | $12,439+339.5% | $12,270+345.5% |