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 | $221,343 | $110,278+100.7% | $95,740+131.2% | $139,466+58.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.46% | 27.19%-8.7pp | 28.41%-10.0pp | 373.66%-355.2pp |
| Employer contribution / active EE | $3,372 | $3,260+3.4% | $2,836+18.9% | $4,754-29.1% |
| Participant deferral / active EE | $9,094 | $4,674+94.5% | $4,244+114.3% | $6,712+35.5% |
| Admin fee / account holder | $774 | $6,613-88.3% | $5,676-86.4% | $11,409-93.2% |