Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $190,000 | $86,940+118.5% | $102,434+85.5% | $80,935+134.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 62.54% | 18.89%+43.6pp | 29.46%+33.1pp | 35.66%+26.9pp |
| Employer contribution / active EE | $825 | $2,370-65.2% | $3,023-72.7% | $2,757-70.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $653 | $8,047-91.9% | $9,462-93.1% | $6,924-90.6% |