Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $153,154 | $41,377+270.1% | $109,313+40.1% | $62,881+143.6% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 7.14% | 11.05%-3.9pp | 22.07%-14.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,686 | $2,045+275.9% | $3,166+142.7% | $3,203+140.0% |
| Admin fee / account holder | $5,183 | $2,884+79.7% | $5,666-8.5% | $4,296+20.7% |