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 | $160,491 | $79,955+100.7% | $98,461+63.0% | $75,173+113.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 15.80% | 19.75%-4.0pp | 21.17%-5.4pp | 160.72%-144.9pp |
| Employer contribution / active EE | $15,647 | $2,264+591.1% | $3,049+413.2% | $2,671+485.8% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,927 | $6,841-13.4% | $8,961-33.9% | $5,651+4.9% |