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 | $151,411 | $57,061+165.4% | $85,063+78.0% | $80,911+87.1% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 20.63% | 21.66%-1.0pp | 66.54%-45.9pp | 35.63%-15.0pp |
| Employer contribution / active EE | $3,226 | $1,799+79.3% | $2,727+18.3% | $2,756+17.1% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,631 | $4,986+113.2% | $6,155+72.7% | $6,935+53.3% |