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 | $222,622 | $142,972+55.7% | $214,702+3.7% | $86,983+155.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 26.69% | 18.49%+8.2pp | 54.55%-27.9pp | 25.83%+0.9pp |
| Employer contribution / active EE | $12,857 | $4,635+177.4% | $6,461+99.0% | $2,584+397.5% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $32,892 | $17,617+86.7% | $19,830+65.9% | $7,856+318.7% |