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 | $140,009 | $138,386+1.2% | $184,260-24.0% | $80,935+73.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 24.69% | 20.02%+4.7pp | 28.84%-4.2pp | 35.66%-11.0pp |
| Employer contribution / active EE | $12,047 | $4,851+148.4% | $6,427+87.4% | $2,757+337.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $19,632 | $10,489+87.2% | $13,898+41.3% | $6,924+183.5% |