Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $163,804 | $108,897+50.4% | $100,378+63.2% | $145,877+12.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.42% | 58.17%-40.7pp | 49.41%-32.0pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,256 | $4,420-49.0% | $3,942-42.8% | $4,663-51.6% |
| Participant deferral / active EE | $6,414 | $8,455-24.1% | $8,087-20.7% | $6,691-4.1% |
| Admin fee / account holder | $49,029 | $9,690+406.0% | $7,899+520.7% | $13,402+265.8% |