Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $247,090 | $86,922+184.3% | $102,438+141.2% | $80,874+205.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 41.94% | 18.90%+23.0pp | 29.37%+12.6pp | 35.62%+6.3pp |
| Employer contribution / active EE | $8,903 | $2,369+275.7% | $3,024+194.5% | $2,756+223.1% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,091 | $8,050-86.4% | $9,448-88.5% | $6,935-84.3% |