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 | $167,677 | $85,060+97.1% | $70,565+137.6% | $139,487+20.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 13.03% | 30.39%-17.4pp | 32.79%-19.8pp | 373.84%-360.8pp |
| Employer contribution / active EE | $5,603 | $3,912+43.2% | $2,976+88.3% | $4,755+17.8% |
| Participant deferral / active EE | $7,224 | $5,891+22.6% | $4,568+58.1% | $6,713+7.6% |
| Admin fee / account holder | $33,157 | $8,932+271.2% | $6,430+415.7% | $11,407+190.7% |