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 | $171,629 | $97,648+75.8% | $121,663+41.1% | $87,485+96.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 13.35% | 18.03%-4.7pp | 147.54%-134.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $2,620 | $2,300+13.9% | $3,020-13.2% | $2,596+0.9% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $667 | $11,100-94.0% | $14,289-95.3% | $7,775-91.4% |