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 | $162,205 | $72,177+124.7% | $115,037+41.0% | $59,633+172.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 20.41% | 12.02%+8.4pp | 26.14%-5.7pp | 2041.40%-2021.0pp |
| Employer contribution / active EE | $8,664 | $2,841+204.9% | $4,608+88.0% | $2,203+293.4% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,092 | $4,927+23.6% | $8,175-25.5% | $4,297+41.8% |