Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $145,202 | $63,346+129.2% | $92,240+57.4% | $70,126+107.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.05% | 530.19%-512.1pp | 176.29%-158.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $10,800 | $2,471+337.0% | $3,680+193.5% | $2,343+361.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,552 | $3,841+44.5% | $5,194+6.9% | $4,645+19.5% |