Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $198,125 | $72,492+173.3% | $87,102+127.5% | $72,983+171.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 41.72% | 24.46%+17.3pp | 28.19%+13.5pp | 81.01%-39.3pp |
| Employer contribution / active EE | $1,263 | $1,894-33.3% | $2,521-49.9% | $2,440-48.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $529 | $5,055-89.5% | $7,491-92.9% | $5,124-89.7% |