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 | $146,840 | $99,345+47.8% | $84,753+73.3% | $273,972-46.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.42% | 22.93%-19.5pp | 22.78%-19.4pp | 41.46%-38.0pp |
| Employer contribution / active EE | $12,223 | $4,214+190.1% | $3,574+242.0% | $4,869+151.1% |
| Participant deferral / active EE | $12,060 | $4,270+182.5% | $3,712+224.9% | $5,287+128.1% |
| Admin fee / account holder | $947 | $6,645-85.8% | $5,333-82.3% | $10,133-90.7% |