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 | $163,356 | $106,247+53.8% | $96,515+69.3% | $139,466+17.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 35.36% | 38.47%-3.1pp | 35.73%-0.4pp | 373.66%-338.3pp |
| Employer contribution / active EE | $12,116 | $4,106+195.1% | $3,740+224.0% | $4,754+154.9% |
| Participant deferral / active EE | $9,606 | $5,456+76.1% | $4,880+96.9% | $6,712+43.1% |
| Admin fee / account holder | $3,239 | $7,885-58.9% | $6,735-51.9% | $11,409-71.6% |