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 | $170,864 | $110,240+55.0% | $96,544+77.0% | $139,487+22.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.17% | 26.41%-11.2pp | 25.88%-10.7pp | 373.84%-358.7pp |
| Employer contribution / active EE | $13,487 | $3,622+272.3% | $2,966+354.7% | $4,755+183.7% |
| Participant deferral / active EE | $2,277 | $5,549-59.0% | $4,851-53.1% | $6,713-66.1% |
| Admin fee / account holder | $452 | $11,602-96.1% | $8,254-94.5% | $11,407-96.0% |