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 | $120,865 | $43,338+178.9% | $59,887+101.8% | $64,173+88.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 90.79% | -1.55%+92.3pp | 3.46%+87.3pp | 7.63%+83.2pp |
| Employer contribution / active EE | $9,197 | $2,030+353.1% | $2,722+237.8% | $2,381+286.3% |
| Participant deferral / active EE | $10,027 | $2,547+293.6% | $3,402+194.7% | $3,470+189.0% |
| Admin fee / account holder | $1,796 | $3,007-40.3% | $3,591-50.0% | $4,887-63.3% |