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 | $164,312 | $884,045-81.4% | $453,569-63.8% | $167,536-1.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 9.20% | 29.49%-20.3pp | 64.43%-55.2pp | 478.82%-469.6pp |
| Employer contribution / active EE | $6,056 | $5,538+9.3% | $4,072+48.7% | $4,839+25.1% |
| Participant deferral / active EE | $0 | $7,898-100.0% | $6,211-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,293 | $22,063-94.1% | $11,214-88.5% | $12,315-89.5% |