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 | $222,469 | $48,011+363.4% | $63,803+248.7% | $82,637+169.2% |
| Participation rate | 96.2% | 66.6%+29.6pp | 72.7%+23.5pp | 68.1%+28.1pp |
| Annual return | 15.70% | 19.84%-4.1pp | 543.72%-528.0pp | 53.51%-37.8pp |
| Employer contribution / active EE | $15,967 | $1,904+738.8% | $2,532+530.5% | $2,552+525.6% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,318 | $3,873-14.3% | $5,196-36.2% | $7,339-54.8% |