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 | $149,908 | $77,638+93.1% | $156,551-4.2% | $62,881+138.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.20% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $9,435 | $3,444+174.0% | $5,501+71.5% | $2,281+313.7% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,417 | $5,561-56.5% | $13,028-81.4% | $4,296-43.7% |