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 | $134,636 | $52,306+157.4% | $69,779+92.9% | $62,881+114.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 23.90% | 13.35%+10.5pp | 12.99%+10.9pp | 20.14%+3.8pp |
| Employer contribution / active EE | $9,720 | $1,799+440.3% | $2,338+315.7% | $2,281+326.2% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,997 | $3,691+143.7% | $4,381+105.4% | $4,296+109.4% |