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 | $187,288 | $107,809+73.7% | $97,032+93.0% | $155,188+20.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 11.63% | 38.06%-26.4pp | 35.38%-23.7pp | 148.84%-137.2pp |
| Employer contribution / active EE | $4,843 | $2,911+66.4% | $2,629+84.2% | $4,248+14.0% |
| Participant deferral / active EE | $16,782 | $5,129+227.2% | $4,672+259.2% | $6,531+157.0% |
| Admin fee / account holder | $70,419 | $10,717+557.1% | $9,418+647.7% | $14,480+386.3% |