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 | $166,551 | $51,184+225.4% | $66,439+150.7% | $86,983+91.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 10.67% | 17.07%-6.4pp | 757.66%-747.0pp | 25.83%-15.2pp |
| Employer contribution / active EE | $2,547 | $2,023+25.9% | $2,637-3.4% | $2,584-1.5% |
| Participant deferral / active EE | $4,148 | $2,927+41.7% | $3,876+7.0% | $4,194-1.1% |
| Admin fee / account holder | $16,823 | $4,154+305.0% | $6,173+172.5% | $7,856+114.1% |