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 | $123,591 | $94,031+31.4% | $115,768+6.8% | $82,448+49.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 13.42% | 20.61%-7.2pp | 100.46%-87.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $6,583 | $2,323+183.3% | $2,940+123.9% | $2,551+158.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $20,031 | $10,249+95.4% | $12,439+61.0% | $7,234+176.9% |