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 | $207,604 | $146,267+41.9% | $197,124+5.3% | $82,448+151.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.35% | 29.61%-15.3pp | 44.34%-30.0pp | 41.64%-27.3pp |
| Employer contribution / active EE | $15,758 | $4,723+233.6% | $6,227+153.0% | $2,551+517.7% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,042 | $14,422-58.1% | $16,298-62.9% | $7,234-16.5% |