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 | $230,446 | $152,619+51.0% | $125,195+84.1% | $152,909+50.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.95% | 54.85%-39.9pp | 43.79%-28.8pp | 345.46%-330.5pp |
| Employer contribution / active EE | $3,125 | $4,947-36.8% | $3,866-19.2% | $4,764-34.4% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,963 | $13,437-25.9% | $9,704+2.7% | $11,601-14.1% |