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 | $103,963 | $58,057+79.1% | $97,032+7.1% | $86,983+19.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.38% | 22.26%-7.9pp | 35.38%-21.0pp | 25.83%-11.5pp |
| Employer contribution / active EE | $13,010 | $1,663+682.2% | $2,629+394.9% | $2,584+403.4% |
| Participant deferral / active EE | $0 | $3,244-100.0% | $4,672-100.0% | $4,194-100.0% |
| Admin fee / account holder | $570 | $4,839-88.2% | $9,418-93.9% | $7,856-92.7% |