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 | $225,404 | $83,908+168.6% | $68,509+229.0% | $125,389+79.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 1.48% | 14.48%-13.0pp | 8.27%-6.8pp | 282.24%-280.8pp |
| Employer contribution / active EE | $12,415 | $3,031+309.6% | $2,278+445.0% | $4,866+155.1% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $20,258 | $8,982+125.5% | $5,275+284.1% | $9,541+112.3% |