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 | $211,423 | $62,583+237.8% | $76,767+175.4% | $64,173+229.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 14.01% | -1.95%+16.0pp | 2.43%+11.6pp | 7.63%+6.4pp |
| Employer contribution / active EE | $12,257 | $1,832+569.0% | $2,485+393.2% | $2,381+414.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $23,073 | $4,667+394.4% | $6,675+245.6% | $4,887+372.1% |