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 | $126,489 | $58,258+117.1% | $81,820+54.6% | $80,925+56.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.64% | 41.76%-27.1pp | 777.93%-763.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $14,696 | $2,345+526.6% | $2,915+404.2% | $2,756+433.2% |
| Participant deferral / active EE | $730 | $3,284-77.8% | $4,323-83.1% | $4,299-83.0% |
| Admin fee / account holder | $20,128 | $4,976+304.5% | $7,391+172.4% | $6,940+190.0% |