Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $147,390 | $65,704+124.3% | $94,229+56.4% | $59,633+147.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 6.02% | 5.22%+0.8pp | 10.68%-4.7pp | 2041.45%-2035.4pp |
| Employer contribution / active EE | $18,783 | $2,021+829.6% | $3,587+423.7% | $2,203+752.8% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,859 | $4,265+60.8% | $6,269+9.4% | $4,297+59.6% |