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 | $209,770 | $67,602+210.3% | $82,312+154.8% | $70,126+199.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.64% | 21.57%-7.9pp | 25.88%-12.2pp | 73.15%-59.5pp |
| Employer contribution / active EE | $8,504 | $1,755+384.6% | $2,428+250.2% | $2,343+263.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $18,783 | $4,512+316.3% | $5,608+234.9% | $4,645+304.3% |