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 | $154,796 | $91,037+70.0% | $71,671+116.0% | $147,586+4.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 11.97% | 20.48%-8.5pp | 20.65%-8.7pp | 578.59%-566.6pp |
| Employer contribution / active EE | $4,711 | $3,327+41.6% | $2,460+91.5% | $4,876-3.4% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,969 | $8,613-65.5% | $5,558-46.6% | $10,886-72.7% |