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 | $193,745 | $138,312+40.1% | $122,979+57.5% | $155,188+24.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 7.66% | 22.06%-14.4pp | 20.12%-12.5pp | 148.84%-141.2pp |
| Employer contribution / active EE | $15,077 | $3,530+327.1% | $3,062+392.3% | $4,248+254.9% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,376 | $15,089-90.9% | $12,864-89.3% | $14,480-90.5% |