Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $200,066 | $114,119+75.3% | $107,187+86.7% | $138,895+44.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.39% | 273.21%-257.8pp | 204.55%-189.2pp | 145.39%-130.0pp |
| Employer contribution / active EE | $73,747 | $4,059+1717.0% | $3,782+1849.8% | $4,194+1658.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,425 | $10,024-85.8% | $9,162-84.5% | $12,562-88.7% |