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 | $157,114 | $72,177+117.7% | $115,038+36.6% | $59,633+163.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.70% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $5,480 | $2,841+92.9% | $4,608+18.9% | $2,203+148.8% |
| Participant deferral / active EE | $6,728 | $4,783+40.7% | $6,026+11.6% | $3,192+110.8% |
| Admin fee / account holder | $5,639 | $4,927+14.5% | $8,175-31.0% | $4,297+31.2% |