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 | $152,625 | $76,551+99.4% | $123,894+23.2% | $62,881+142.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.21% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $15,837 | $2,882+449.5% | $4,617+243.0% | $2,281+594.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,711 | $4,826-23.1% | $8,357-55.6% | $4,296-13.6% |