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 | $138,005 | $58,828+134.6% | $78,002+76.9% | $62,881+119.5% |
| Participation rate | 97.9% | 71.1%+26.8pp | 75.5%+22.3pp | 69.3%+28.6pp |
| Annual return | 7.76% | 17.16%-9.4pp | 425.99%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $7,570 | $1,672+352.8% | $2,470+206.4% | $2,281+231.9% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,283 | $4,393-2.5% | $5,481-21.9% | $4,296-0.3% |