Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $222,730 | $165,381+34.7% | $149,730+48.8% | $158,966+40.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.21% | 348.29%-340.1pp | 276.70%-268.5pp | 302.95%-294.7pp |
| Employer contribution / active EE | $23,625 | $5,104+362.9% | $4,645+408.6% | $4,762+396.1% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,039 | $10,809-7.1% | $9,310+7.8% | $11,250-10.8% |