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 | $153,302 | $72,486+111.5% | $87,103+76.0% | $72,976+110.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.39% | 24.46%-0.1pp | 28.19%-3.8pp | 81.02%-56.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,302 | $3,270+123.3% | $4,049+80.4% | $3,608+102.4% |
| Admin fee / account holder | $9,474 | $5,055+87.4% | $7,491+26.5% | $5,124+84.9% |