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 | $185,292 | $104,116+78.0% | $71,089+160.6% | $135,380+36.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | 3.50% | 1256.51%-1253.0pp | 650.65%-647.2pp | 519.81%-516.3pp |
| Employer contribution / active EE | $11,462 | $1,485+671.9% | $1,088+953.8% | $4,779+139.8% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,547 | $4,142+9.8% | $3,082+47.5% | $10,828-58.0% |