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 | $112,344 | $54,763+105.1% | $90,324+24.4% | $72,976+53.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.98% | 30.63%-11.7pp | 78.15%-59.2pp | 81.02%-62.0pp |
| Employer contribution / active EE | $8,911 | $2,093+325.7% | $2,856+212.0% | $2,440+265.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,469 | $3,973+88.0% | $5,356+39.5% | $5,124+45.8% |