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 | $216,075 | $83,485+158.8% | $125,195+72.6% | $72,976+196.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.28% | 25.77%-7.5pp | 43.79%-25.5pp | 81.02%-62.7pp |
| Employer contribution / active EE | $8,002 | $2,346+241.1% | $3,866+107.0% | $2,440+227.9% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,178 | $5,518-24.3% | $9,704-56.9% | $5,124-18.5% |