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 | $218,275 | $67,602+222.9% | $82,312+165.2% | $70,126+211.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.96% | 21.57%-7.6pp | 25.88%-11.9pp | 73.15%-59.2pp |
| Employer contribution / active EE | $7,866 | $1,755+348.2% | $2,428+223.9% | $2,343+235.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,161 | $4,512-7.8% | $5,608-25.8% | $4,645-10.4% |