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 | $235,771 | $156,616+50.5% | $133,346+76.8% | $198,609+18.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 16.37% | 44.25%-27.9pp | 36.85%-20.5pp | 202.70%-186.3pp |
| Employer contribution / active EE | $3,750 | $3,368+11.3% | $2,853+31.4% | $5,055-25.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,814 | $17,468-78.2% | $14,264-73.3% | $19,030-80.0% |