Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $211,134 | $183,592+15.0% | $155,567+35.7% | $145,959+44.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.29% | 61.24%-46.9pp | 64.74%-50.4pp | 561.95%-547.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $18,000 | $6,464+178.5% | $5,628+219.8% | $6,689+169.1% |
| Admin fee / account holder | $395 | $19,318-98.0% | $15,916-97.5% | $13,398-97.1% |