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 | $173,492 | $254,759-31.9% | $216,567-19.9% | $198,609-12.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.76% | 10.04%+2.7pp | 12.94%-0.2pp | 202.70%-189.9pp |
| Employer contribution / active EE | $10,701 | $6,096+75.5% | $5,216+105.2% | $5,055+111.7% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,844 | $26,311-89.2% | $21,981-87.1% | $19,030-85.1% |