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 | $176,981 | $78,705+124.9% | $117,857+50.2% | $70,131+152.4% |
| Participation rate | 90.0% | 73.2%+16.8pp | 79.7%+10.3pp | 69.5%+20.5pp |
| Annual return | 14.82% | 23.30%-8.5pp | 335.09%-320.3pp | 73.14%-58.3pp |
| Employer contribution / active EE | $10,484 | $2,223+371.5% | $3,786+176.9% | $2,342+347.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,229 | $5,065-16.5% | $8,020-47.3% | $4,645-9.0% |