Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $186,356 | $129,737+43.6% | $119,126+56.4% | $154,746+20.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 24.52% | 379.08%-354.6pp | 282.11%-257.6pp | 172.34%-147.8pp |
| Employer contribution / active EE | $26,208 | $4,375+499.0% | $4,034+549.7% | $4,379+498.5% |
| Participant deferral / active EE | $23,500 | $5,842+302.3% | $5,318+341.9% | $6,730+249.2% |
| Admin fee / account holder | $1,061 | $11,961-91.1% | $10,693-90.1% | $14,365-92.6% |