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 | $110,227 | $88,754+24.2% | $81,820+34.7% | $145,877-24.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.94% | 1031.77%-1009.8pp | 777.93%-756.0pp | 551.28%-529.3pp |
| Employer contribution / active EE | $4,752 | $3,085+54.0% | $2,915+63.0% | $4,663+1.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $17,918 | $8,424+112.7% | $7,391+142.4% | $13,402+33.7% |