Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $182,999 | $40,263+354.5% | $57,347+219.1% | $59,632+206.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 8.02% | 27.50%-19.5pp | 24.40%-16.4pp | 2041.32%-2033.3pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $12,380 | $2,400+415.8% | $3,162+291.5% | $3,192+287.9% |
| Admin fee / account holder | $2,743 | $2,819-2.7% | $3,356-18.3% | $4,297-36.2% |