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 | $165,147 | $124,425+32.7% | $112,040+47.4% | $137,256+20.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.32% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,372 | $3,411-30.5% | $2,954-19.7% | $4,156-42.9% |
| Participant deferral / active EE | $4,530 | $5,718-20.8% | $5,098-11.1% | $6,407-29.3% |
| Admin fee / account holder | $1,110 | $15,207-92.7% | $12,098-90.8% | $12,270-91.0% |