Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $168,542 | $83,485+101.9% | $125,195+34.6% | $72,976+131.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 166.41% | 25.77%+140.6pp | 43.79%+122.6pp | 81.02%+85.4pp |
| Employer contribution / active EE | $2,649 | $2,346+12.9% | $3,866-31.5% | $2,440+8.5% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,069 | $5,518-80.6% | $9,704-89.0% | $5,124-79.1% |