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 | $155,443 | $103,393+50.3% | $87,103+78.5% | $152,909+1.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.34% | 28.10%-5.8pp | 28.19%-5.8pp | 345.46%-323.1pp |
| Employer contribution / active EE | $13,829 | $3,221+329.3% | $2,521+448.4% | $4,764+190.3% |
| Participant deferral / active EE | $9,098 | $4,778+90.4% | $4,049+124.7% | $5,851+55.5% |
| Admin fee / account holder | $5,444 | $12,195-55.4% | $7,491-27.3% | $11,601-53.1% |