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 | $158,266 | $60,349+162.3% | $74,184+113.3% | $62,881+151.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 30.39% | 21.38%+9.0pp | 17.74%+12.7pp | 20.14%+10.2pp |
| Employer contribution / active EE | $3,633 | $1,680+116.2% | $2,370+53.3% | $2,281+59.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,179 | $4,261-25.4% | $5,586-43.1% | $4,296-26.0% |