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 | $228,336 | $110,083+107.4% | $151,645+50.6% | $68,490+233.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 10.55% | -10.12%+20.7pp | 3.34%+7.2pp | -7.85%+18.4pp |
| Employer contribution / active EE | $9,262 | $4,470+107.2% | $6,165+50.2% | $2,597+256.7% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,241 | $7,718+84.5% | $11,614+22.6% | $5,403+163.6% |