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 | $185,181 | $65,704+181.8% | $94,229+96.5% | $59,633+210.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 25.05% | 5.22%+19.8pp | 10.68%+14.4pp | 2041.45%-2016.4pp |
| Employer contribution / active EE | $6,629 | $2,021+228.1% | $3,587+84.8% | $2,203+201.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,922 | $4,265+38.9% | $6,269-5.5% | $4,297+37.8% |