Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $132,940 | $101,798+30.6% | $165,071-19.5% | $80,935+64.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 19.05% | 16.73%+2.3pp | 70.17%-51.1pp | 35.66%-16.6pp |
| Employer contribution / active EE | $10,448 | $2,954+253.6% | $4,347+140.3% | $2,757+279.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,648 | $8,221-43.5% | $12,695-63.4% | $6,924-32.9% |